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CFP

The following courses are accepted by the CFP Board. To view your specific license requirements, please visit Compliance Manager.


TitleDateInstructorCredit  
IRS Practice Series: 10 Steps to Resolving Collection IssuesMay 27Eva Rosenberg
David Stone
2Add to Cart2014-05-27
IRS Practice Series: Hands-on Collections WorkshopJun 3Eva Rosenberg
Michael Rozbruch
2Add to Cart2014-06-03
Valuation, Discount Strategies and Tax SavingsJun 9Owen Fiore2Add to Cart2014-06-09
Family Buy-Sell and Deferred Compensation AgreementsJun 9Owen Fiore2Add to Cart2014-06-09
IRS Practice Series: 6 Simple Steps to an Offer-in-Compromise: Completing Form 656Jun 10Eva Rosenberg
David Stone
2Add to Cart2014-06-10
Alternative Minimum Tax for IndividualsJun 17Gary Markowitz2Add to Cart2014-06-17
IRS Practice Series: The Un-agreed Collection Alternatives and AppealsJun 17Eva Rosenberg
David Stone
2Add to Cart2014-06-17
IRS Practice Series: Circular 230 Considerations and RequirementsJun 24Eva Rosenberg
Michael Rozbruch
2Add to Cart2014-06-24
IRS Practice Series: After SUCCESSFUL Collections or AuditsJul 1Eva Rosenberg
David Stone
2Add to Cart2014-07-01
IRS Practice Series: Computing Or Recalculating IRS Assessments For Interest & PenaltiesJul 8Eva Rosenberg
David Stone
2Add to Cart2014-07-08
IRS Practice Series: Representing Your Client at a 1040 AuditJul 15Eva Rosenberg
Michael Rozbruch
2Add to Cart2014-07-15
IRS Practice Series: Curing the Addicted Tax Delinquent - A 12-Step ProgramJul 22Eva Rosenberg
Michael Rozbruch
2Add to Cart2014-07-22
IRS Practice Series: Conflicts of InterestJul 29Eva Rosenberg
David Stone
2Add to Cart2014-07-29
Family Wealth and Business Succession PlanningOct 8Owen Fiore4Add to Cart2014-10-08