Free Live CPE Webinars for Certified Financial Planners

Please Select a Live State Specific Webinar for Certified Financial Planners (CFPs)

Earn Certified Financial Planner CE Credits Through Our Expert Webinars

Our specialized webinars help CFPs fulfill CE requirements while expanding their knowledge of valuable tax strategies—including R&D tax credits that can benefit business-owner clients. Approved by the CFP Board, our sessions deliver:

• Practical CE Credits in tax planning and business optimization
• Client-Scenario Insights showing how R&D credits improve cash flow for entrepreneurs
• Actionable Takeaways to identify qualifying activities and document claims
• Interactive Q&A with tax credit specialists

Deepen your advisory value while meeting CE requirements—attend live or access on-demand replays.

Arizona and the R&D Tax Credit

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