Speak your clients' — and their CPAs' — language.
Planning, tax, and technology depth for producers and advisers who work alongside CPAs and their clients.
Life, annuity, and property specialists win business by understanding the tax and financial-planning context their products live in. Our programs give you the same technical grounding the CPA across the table has.
A candid note on credit: state insurance CE generally requires state-approved courses, which ours are not. Insurance professionals attend for expertise — and those who also hold a CPA, CFP®, or EA credential earn credit on that license as usual.
How credit works for you
Rarely for state insurance CE — attend for expertise
Our programs generally do not carry state insurance CE. Dual credential holders (CPA, CFP®, EA) still earn credit on those licenses.
Licensing bodies have final authority on credit acceptance — see our accreditation or ask us before you enroll.
Where to start
Common questions
Will these courses count toward my state insurance CE?
Generally no — state insurance CE requires state-approved courses. Attend for the expertise; if you also hold a CPA, CFP®, or EA credential, you can earn credit there.
Find your first program.
Browse the catalog by topic, format, and credits — or start with something free.
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