Welcome. We are pleased that you would consider joining our growing community of financial planners and CPAs who value high-quality education from Best-in-Field experts. Here are a few facts before you consider which plan may be best suited for you.
2020 Highlights
- We hosted 53 LIVE webinars in that drew over 24,300 financial advisors.
- Our lineup of financial experts included recognized authorities such as Ed Slott and Wade Pfau
- The "undiscovered" experts that presented on our webinars often received an excellent rating of 90% or higher
- 86% of financial planner attendees have rated our webinars as EXCELLENT
- We provided thousands of CE credits to professionals with CFP and American College designations
- We won approval to provide CPE credits to CPA professionals
- The release of a Dashboard for members to track their webinar activity and CE/CPE credits
- Guest Pass feature that will allow you to invite clients and/or professional contacts to webinars of your choosing.
- See the Premium and Elite plans for more.
2021 Plans
- 72 or more LIVE webinars with financial experts educating you on the latest planning challenges
- Enhanced content to include edited transcripts for popular webinars
- Improved webinar replay pages that allow you to comment on the replay
- Reporting of Guest webinar activity to include CE/CPE credits earned
- Member forum for collaborating with your peers
- A FEN IQ score that tracks your quiz scores by webinar and cumulatively
- Leaderboard that compares your overall FEN IQ and by topic. Participation is optional.