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CPA and CFP Pre-license Classes


CPA And CFP Pre-license Classes

Click for CFP Certification Classes and CPA Prep Courses.

Learn how to pass the CPA test by taking one of the CPA prep packages listed below. Our CFP practice courses help prepare you for your CFP board test. Please click on the CFP course name or the CPA class name for a description of what each CFP training course or CPA training course is about. As you work to become a Certified Financial Planner or a Certified Public Accountant you can rest assured our pre-license and preparation courses for CFP and CPA will help prepare you for your CPA Certification or CFP license from the CFP board.

Requirements for all 50 States


  1. Renewal applications are mailed three months prior to the certification expiration date.
  2. Required continuing education units (CEUs) for re-certification are:
    Certification LevelCE Hours
  3. Certified Members must maintain records of their CEUs and will be required to verify these units when applying for re-certification.
  4. Applicants must complete the certification renewal form and sends it, along with payment and documentation of having earned the required number of CEUs.
  5. Incomplete applications will be returned to Applicants.
  6. The renewal application, fee and required CEUs must be received by the Applicants expiration date. Failure to do so will result in cancellation of certification.
  7. In order to pay the member rate at time of renewal, Applicants must maintain their membership during the entire three-year certification period. Otherwise, Applicants will be required to pay the non-member rate.

For CPA Continuing Education click here.

For CFP Continuing Education click here.

Scroll Down to see a list of available CPA Prep Courses and CFP Certification Classes.

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