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FinCE

A leader in financial services continuing education

Class Subjects

Ethics

Ethics CE

CFP Board's Revised Code and Standards: This program fulfills the requirement for CFP Board-approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which became effective October 1, 2019.

Ethics

Estate Planning CE

This course analyzes the various techniques and strategies used in developing estate plans based on client criteria and needs. Property titling, property transfer at death, gifting strategies, and sources of estate liquidity are discussed. Students will also gain insight on wills, probate, and taxation of trusts during estate planning.

Tax

Tax Planning CE

This course focuses on income tax fundamentals and calculations, tax accounting, characteristics and income taxation of business entities, basis, depreciation and cost recovery concepts. The impact of the alternative minimum tax (AMT), passive activity, at-risk rules, charitable contributions and charitable deductions.

Investment

Investment Planning CE

This program fulfills the requirement for CFP Board-approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which became effective October 1, 2019.

Ethics

Risk Management & Insurance Planning CE

This program fulfills the requirement for CFP Board-approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which became effective October 1, 2019.

Ethics

Retirement Savings and Income Planning CE

This program fulfills the requirement for CFP Board-approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which became effective October 1, 2019.

Ethics - Class List

Ethics in Financial Planning
# First Name Last Name Days of the Week
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F

Estate Planning - Class List

Estate Planning
# First Name Last Name Days of the Week
2 Peggy Hill T - Th
2 Peggy Hill T - Th
2 Peggy Hill T - Th
2 Peggy Hill T - Th

Tax Planning - Class List

Tax Planning
# First Name Last Name Days of the Week
1 Peggy Hill M - W - F
1 Peggy Hill M - W - F
1 Peggy Hill M - W - F
1 Peggy Hill M - W - F

Investment Planning - Class List

Investment Planning
# First Name Last Name Days of the Week
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F

Risk Management & Insurance Planning - Class List

Risk Management & Insurance Planning
# First Name Last Name Days of the Week
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F

Retirement Savings and Income Planning - Class List

Retirement and Income Planning
# First Name Last Name Days of the Week
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
1 Bill Dauterive M - W - F
CLASSES
× Ethics Estate Planning Tax Planning Investment Planning Risk Management & Insurance Retirement & Income Planning