CDFA Courses

Key Words
Licenses
Course Credits
1 ‐ 44
-
Subject
State

All Beacon Hill courses are shown in alphabetical order.

Advising Clients Divorcing After 50 Cover Image
Advising Clients Divorcing After 50#195622
Course Credits:
CFP®: 9
CDFA®: 9
Online Exam ONLY (You Have Book)
$79.00
Hardcopy Book, Online Exam
$107.00
Course Details
Annuities Cover Image
Annuities#290124
Course Credits:
CPA: 7
CFP®: 5
CDFA®: 7
Online Book, Online Exam
$59.00
Hardcopy Book, Online Exam
$74.00
Course Details
Business Valuation Cover Image
Business Valuation#365624
Course Credits:
CPA: 3
CFP®: 2
CDFA®: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
Child and Spousal Support Cover Image
Child and Spousal Support#296622
Course Credits:
CDFA®: 1
Online Book, Online Exam
$19.00
Hardcopy Book, Online Exam
$29.00
Course Details
Child Custody and Support Course Cover Image
Child Custody and Support Course#195524
Course Credits:
CFP®: 9
CDFA®: 9
Online Exam ONLY (You Have Book)
$79.00
Hardcopy Book, Online Exam
$111.00
Course Details
Complete Divorce Guide Cover Image
Complete Divorce Guide#296121
Course Credits:
CFP®: 7
CDFA®: 7
Online Book, Online Exam
$69.00
Hardcopy Book, Online Exam
$84.00
Course Details
Divorce Tax Planning Cover Image
Divorce Tax Planning#491024
Course Credits:
CPA: 15.5
CFP®: 10
EA / OTRP: 15
CDFA®: 16
Online Book, Online Exam
$109.00
Hardcopy Book, Online Exam
$139.00
Course Details
Divorce Transfers & Settlements Cover Image
Divorce Transfers & Settlements#492424
Course Credits:
CPA: 2
CFP®: 2
EA / OTRP: 2
CDFA®: 2
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
Course Details
Essential Guide to Divorce for Advisors Cover Image
Essential Guide to Divorce for Advisors#195824
Course Credits:
CFP®: 14
CDFA®: 14
Online Exam ONLY (You Have Book)
$99.00
Hardcopy Book, Online Exam
$134.00
Course Details
Essentials of Life Insurance Cover Image
Essentials of Life Insurance#366123
Course Credits:
CPA: 2
CFP®: 1.5
CDFA®: 2
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
Course Details
Estate Planning Fundamentals Cover Image
Estate Planning Fundamentals#360424
Course Credits:
CPA: 6
CFP®: 4.5
CDFA®: 6
IWI/CIMA®: 6
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Estate Tax Planning Cover Image
Estate Tax Planning#290324
Course Credits:
CPA: 4
CFP®: 3
EA / OTRP: 4
CDFA®: 4
Online Book, Online Exam
$45.00
Hardcopy Book, Online Exam
$57.00
Course Details
Facilitating Financial Health Cover Image
Facilitating Financial Health#295919
Course Credits:
CFP®: 11
CDFA®: 11
Online Book, Online Exam
$109.00
Hardcopy Book, Online Exam
$119.00
Course Details
Family Tax Planning Cover Image
Family Tax Planning#491524
Course Credits:
CPA: 2
CFP®: 2
EA / OTRP: 2
CDFA®: 2
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
Course Details
Federal Income Tax Changes 2024 Cover Image
Federal Income Tax Changes 2024#291724
Course Credits:
CPA: 6
CFP®: 4.5
EA / OTRP: 6
CDFA®: 6
IWI/CIMA®: 6
IWI/CIMA T&R: 2
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Federal Tax Law: Retirement Plans, Pensions, and Annuities Cover Image
Federal Tax Law: Retirement Plans, Pensions, and Annuities#290924
Course Credits:
CPA: 3.5
CFP®: 2
EA / OTRP: 3
ERPA: 3
CDFA®: 3
Online Book, Online Exam
$39.00
Hardcopy Book, Online Exam
$51.00
Course Details
Financial Planning for Senior Clients Cover Image
Financial Planning for Senior Clients#295724
Course Credits:
CFP®: 15.5
CDFA®: 15.5
Online Book, Online Exam
$119.00
Hardcopy Book, Online Exam
$149.00
Course Details
Guide to the Financial Markets Cover Image
Guide to the Financial Markets#374724
Course Credits:
CPA: 3
CFP®: 2
CDFA®: 3
IWI/CIMA®: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
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