CPA Continuing Professional Education (CPE)

Earn Continuing Professional Education (CPE) Credits and Learn New Techniques to Help your Clients and Enhance Your Services

Register for 4Thought’s live CPA CPE classes to expand your knowledge base in numerous Wealth Management, Financial Planning, and Investment Advisory topics relevant to CPAs that further drive the success of both your business and your clients.

  • Gain a fresh perspective and a new understanding about a range of topics related to Comprehensive Wealth Management and Investing.
  • Increase revenue and decrease client attrition by learning about the most significant wealth management topics and corresponding best practices that are easy for CPAs to implement for their practice.
  • Attract new business and deepen existing relationships from gaining wealth management knowledge to compliment your accounting practice and promote yourself as a center of influence.

Face-to-face Wealth Management and Investment Advisory Training


Learn the fundamentals of Coordinated Wealth Management

Gain an understanding of how coordinating the “Four Corners” of Wealth Management can improve upon your clients’ existing financial planning, save on income and estate taxes, and prevent any unanticipated future headaches.

Classes are offered face to face on location at 4Thought’s headquarters for individual CPAs seeking CPE credit, and may also be requested at the CPA firm level so that your entire staff can earn credits at the same time.

Course topics include:


Estate Planning

Review of Current Tax Law & Impact of Intestacy 

Wills, Living Trust, Testamentary

Trust, Revocable & Irrevocable

Fringe Benefits


Profit Sharing

Defined Benefit

Group Insurance


Identifying client investment objectives & gathering data

Investment planning concepts

Basic investment portfolio theory

Types of investment vehicles

Business Succession

Keep vs. Sell

Cross Purchase

Entity Purchase

Will or Gift


Estate Planning

Review of Intentionally Defective Grantor Trusts

Charitable Remainder Trusts

Charitable Lead Trusts

Generation Skipping, etc.

Fringe Benefits

Cash Balance Plans


Split Dollar

Captive Insurance/831b


Alternative Methods of Investing

Portfolio Tax Efficiency

Advanced Investment Portfolio Theory

Alternative Views on Markets

Business Succession

Partnership Buy-Sells

Trust Buy-Sells

One Way Buy-Sells

Learn about how these important topics help you better service and understand your clients

Our classes help you position yourself as a knowledgeable center of influence. The coursework covers various wealth management and investment advisory topics that help you stand out among other professionals. We cover topics that range from basic estate planning and investing theory to complex business succession and tax planning considerations for small business owners. Best of all, CPAs receive face to face training and ongoing support so they can better serve their clients and provide objective advice.

Request This Complimentary CE Training for You or Your Firm Today
or Register for a Scheduled CPA CPE Class