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Wealth Management Specialty Library

CCH, a Wolters Kluwer business

The CCH Wealth Management Learning Center provides authoritative, comprehensive content to help professionals offer practical wealth management planning advice to their clients. Written by top experts in the field, these courses offer timely coverage, in-depth analysis, and helpful practice aids, giving you the guidance you need to keep a step ahead of important issues impacting wealth management. This library addresses a wide range of wealth management issues, from strategic planning to preparing the appropriate tax forms.

The courses include links to sources of additional information within CCH® Tax Research Network™ and Accounting Research Manager®. Insightful supplementary articles that provide additional information on the course topic and practice aids to help users apply the knowledge gained are also included in each course. This Library includes over 40 courses worth more than 125 CPE Credits for CPAs, or 110 Credits for CFP® professionals.



Courses are available from the following catalog:



To purchase a subscription, contact your CCH Account Representative at 1-800-449-8114.
Library Details
Price:  $279.00

Total Courses: 56
Technical Requirements:
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Total Credit Available For: Units
CPE 140 CPE
QAS 138 CPE
CFP® (Accepted by the CFP Board) 58 CPE
Enrolled Agent (Accepted by the IRS) 116 CPE
Law (Accepted by the State Bar of California) 0 CPE
Note: Recommended CPE credit is based on a 50-minute hour. Participants earning credits for states that require self-study to be based on a 100-minute hour will receive half the recommended CPE credits for successful completion of this course.

Since Continuing Professional Education requirements vary from state to state and are subject to change without notice, please contact your state board of accountancy for information on your CPE requirements and the applicability of this course to meet those specifications.