Best Cpdpro Apps

EFE

Your Investment Advisor

Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

NYC DCP

by New York City Deferred Compensation Plan

Free

Manage your retirement, health savings, and investment accounts alongside external financial accounts in one secure, personalized platform. Access interactive tools, educational resources, and investment advice to confidently plan for your financial future.

Wall Street Oasis

by WSO

Free

Connect with finance professionals and access resources for a career in the industry. Get interview prep, learn financial modeling, and gain insights into top firms. Join a global community of over 750,000 members.

Cursa - Learn anything

+5000 Courses with Certificate

Free

Access over 5,000 free video and audio courses across a vast range of subjects, complete with over 60,000 exercises. Earn a free, valid certificate upon completion, shareable on professional networks. AI-powered study plans and job matching are also available.

Kiplinger Personal Finance

Helping you live a richer life

Free

Access expert advice on investing, saving, tax cutting, and wealth building. Plan for retirement, major purchases like homes and education, and achieve financial security with comprehensive personal finance guidance.

Willow Wealth

Private markets investing

Free

Diversify your portfolio with private markets like real estate, private equity, and credit. Build your own investments or let an automated solution manage them for you. All opportunities are vetted by experienced professionals.

Earmark

Accounting Podcasts for CPE

Free

This app allows accounting and tax professionals to earn continuing professional education (CPE) credits by listening to podcasts. Users can learn at their own pace, complete short quizzes, and receive certificates via email, all while multitasking.

CFI: Real-World Finance

Finance & Accounting Courses

Free

Master corporate finance, financial modeling, and investment banking with expert-led courses. This app offers interactive video lessons and hands-on exercises for seamless learning on the go. Stay updated with new content to advance your finance career.

HDFC Securities InvestRight

Stocks,Mutual Funds & IPO

Free

This app provides a comprehensive platform for trading stocks, mutual funds, and IPOs. It offers a personalized trading experience with features like advanced charting, order placement, and real-time market data. Manage your demat account and investments all in one place.

iConnections LLC

The Alts Industry Network

Free

This app connects the investment management community, fostering stronger relationships and unique opportunities. It provides a secure platform for finding professionals, scheduling meetings, sharing documents, and tracking interactions globally.

FINRA Securities Exam Prep

SIE, Series 6, 7, 63, 65, 66

Free

Prepare for six FINRA securities licensing exams with over 5,300 practice questions and simulated tests. Track your progress with a readiness score and receive expert explanations for every question. Study on any device with cross-platform synchronization.

American Heritage VideoAdvisor

by American Heritage FCU

Free

Securely connect with trusted financial professionals for face-to-face video chats. Share documents, review contracts, and eSign agreements all within one easy-to-use application.

MYCPE ONE

Earn CPE Anytime, Anywhere

Free

This app offers a convenient way for busy professionals to earn continuing education credits. Access a vast library of approved content in various formats, track your progress, and receive instant certificates. It simplifies compliance and enhances professional development.

Domain Money

Your finances, handled for you

Free

Receive personalized financial plans and expert guidance from certified professionals. This app offers custom strategies for every life stage, with clear, actionable steps and bank-level security.

UWorld Accounting - Exam Prep

CPA Exam Prep Course

Free

Prepare for accounting certification exams with a comprehensive mobile study tool. Access a vast question bank, digital study guides, downloadable video lectures, and flashcards. Track your progress and identify strengths and weaknesses to maximize your study efficiency.

WealthBuilders Community

Building Wealth Together

Free

This app connects you with a community focused on financial growth. Access courses, tools, expert insights, and educational content to improve money management, saving, and investing skills. Participate in discussions and challenges to achieve financial freedom.

BenefitsForYou

by CMFG LIFE INSURANCE COMPANY

Free

Manage your retirement savings and plan for your future with 24/7 app access. Monitor your 401k and other retirement accounts, track investment performance, and utilize a retirement income planning tool to project your future income and ensure it lasts a lifetime.