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Welcome to the Financial Advisors section of the site. Our mission is to build a community of financial professionals who value education delivered by true experts through live webinars. While most of our 80 webinars a year are CE and CPE eligible to members, we do ask that you consider a membership only if you value the quality of the education from programs like ours. Our goal is to build a community of lifelong learners. 

We do provide CE credits to members with CFP and American College designations, NAPFA members. And we are approved to provide CPE for CPAs. CE is automatically submitted to the CFP Board for members. And completion certificates are provided for those with American College designations, NAPFA members and CPAs. 

Members can track their CE and CPE credits on their Financial Experts dashboard. They also can access all past webinars, transcripts from select webinars, and connect with fellow members via a private forum. 

You can learn about our membership plan here