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Where Financial Learning Begins
Excellence Begets Excellence
At IProEd, we believe that Excellence Begets Excellence. That's why we're committed to offering you courses where you can learn THE BEST from THE BEST. Our renowned instructors are industry leaders, each with a wealth of experience and knowledge that sets them apart. Whether you're pursuing further education in finance, taxation, or any other field, our courses are designed to provide you with top-tier insights and skills.
Join us on a journey of learning from the brightest minds in the industry and unlock your full potential.
Date | Thursday, October 9, 2025
3 hrs. Classroom CE
​​Introducing our new course for financial professionals, CPAs, and CPEs focused on year-end tax planning. This intensive program covers the latest 2025 tax laws and effective strategies to minimize liabilities and optimize outcomes. Participants will explore advanced techniques in income deferral, capital gains management, retirement contributions, as well as small employer qualified plan choices. Through discussions and case studies, attendees will navigate complex tax scenarios and identify savings opportunities, enabling them to provide strategic advice for maximum tax efficiency as the year ends.
Next Class in Continuing Education for Insurance & CPA/CPE
The Universe of Retirement Plans
Date | TBA
3 hrs. CE Credit
UT Classroom Insurance & UT CPA/CPE
Navigate the evolving landscape of retirement planning with The Universe of Retirement Plans, a comprehensive course designed specifically for financial advisors and CPAs. This intensive program
demystifies the maze of rules, reforms, and strategies that have emerged in recent years.
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By the end of the course, you’ll be equipped to guide your clients with confidence, uncovering tax-efficient strategies and retirement planning opportunities tailored to their needs.
