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Continuing Education

Continuing Education for Certified Public Accountants

The Fundamentals of Annuities and Life Insurance Planning for the CPA

Course Overview

This course offers a comprehensive exploration into the intricacies of annuities and life insurance planning, specifically tailored for Certified Public Accountants (CPAs). The curriculum is structured into four distinct 50-minute lessons, each encapsulating key concepts and practical applications. This course is compliant with the requirements of the National Association of State Boards of Accountancy.

Four (4) CPE Credits