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Professional Education and Certification for Financial and Estate Planners

Provides ongoing education, training, and credentialing programs for professionals in accounting, taxation, internal audit, estate planning, and related financial fields.

what makes this distinct Focuses specifically on structured, continuing professional development and certification for practitioners in specialized financial domains, distinguishing it from general financial literacy or public education initiatives.

48
organizations
77
activities
0
nested groups
0
strategies
coverage NY 48
NTEE codes
S41B03B99
organizations

Organizations in this activity group · 48

showing 20 of 48
#OrganizationStateRevenueActivities
1American Society of Tax Problem Solvers
The American Society of Tax Problem Solvers (ASTPS) is a professional education organization that trains tax professionals—primarily CPAs, Enrolled Agents, and…
NY$409K7
2COMMITTEE OF BANKING INSTITUTIONS ON TAXATION
Professional association providing tax education and policy discussion for banking institutions. Facilitates information exchange on tax administration among m…
NY$13K4
3ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY
Membership organization for estate planning professionals including CPAs, financial planners, and attorneys, focused on promoting a multidisciplinary team appr…
NY$49K4
4Estate Planning Council of Rochester
Professional association for estate planning practitioners in the Rochester, NY area. Facilitates interdisciplinary collaboration among lawyers, accountants, f…
NY$53K4
5NEW YORK STATE GOVERNMENT FINANCE OFFICERS' ASSOCIATION INC
Professional association for government finance officers in New York State, focused on strengthening public financial management through education, networking,…
NY$827K3
6THE NATIONAL CONFERENCE OF CPA
The National Conference of CPA Practitioners (NCCPAP) is a professional association supporting CPAs in public practice, particularly in small and mid-sized fir…
NY$196K3
7USA BRANCH INTERNATIONAL FISCAL ASSOCIATION INC
USA Branch of the International Fiscal Association (IFA) is a professional association advancing international and comparative tax law. It serves tax professio…
NY$657K3
8ASSOCIATION OF INSPECTORS GENERAL
The Association of Inspectors General (AIG) is a nonprofit, nonpartisan organization that advances integrity and accountability in government by supporting ind…
NY$1.2M2
9ESTATE PLANNING COUNCIL OF LONG ISLAND INC
Professional membership organization serving estate planning practitioners in Nassau, Suffolk, and Queens Counties. Facilitates networking and continuing educa…
NY$81K2
10Estate Planning Council of NYC Inc
The Estate Planning Council of New York City Inc. is a professional association established in 1959 to promote collaboration among estate planning professional…
NY$179K2
11FORENSIC CERTIFIED PUBLIC ACCOUNTANTS ASSOCIATION
The Forensic Certified Public Accountants Association (FCPAA) is a professional association providing certification, continuing education, and career developme…
NY$27K2
12INSTITUTE OF INTERNAL AUDITORS
The Institute of Internal Auditors, NY Chapter supports the internal audit profession through professional development education, workshops, and industry event…
NY$370K2
13NCPACA FOUNDATION INC
NCPACA Foundation Inc. supports the professional development of Filipino accountants in the United States and Canada through annual conferences offering contin…
NY$189K2
14NEW YORK STATE SOCIETY OF ENROLLED AGENT
Professional association supporting Enrolled Agents in New York State through mentorship, continuing education, and advocacy. Promotes the growth and recogniti…
NY$152K2
15Wall Street Tax Educational Corporation
Wall Street Tax Educational Corporation provides educational seminars focused on tax policy, compliance, and financial regulations for tax professionals in the…
NY$260K2
16ASSOC OF GOVERNMENT ACCOUNTANTS NY CAPITAL CHAPTER
Professional association focused on government accountants in New York's capital region. Provides continuing education, networking opportunities, and professio…
NY$100K1
17ASSOCIATION FOR COMPUTERS & TAXATION
The Association for Computers & Taxation is a New York-based nonprofit that supports professionals in tax and tax technology. It provides educational resources…
NY$370K1
18ASSOCIATION OF CHARTERED ACCOUNTANTS IN THE UNITED STATESLTD
Chartered Accountants Worldwide Network USA supports over 12,000 Chartered Accountants across the United States, Canada, and the Caribbean. It provides profess…
NY$243K1
19CBIT EDUCATION INC
CBIT EDUCATION INC is a New York-based organization focused on tax education for its members. The organization operates exclusively in the education sector, wi…
NY$32K1
20CENTURION PROFESSIONAL TRAINING INC
CENTURION PROFESSIONAL TRAINING INC is a Brooklyn-based organization that provides education and management consulting in computer technology, bookkeeping, and…
NY$66K1