Financial Advisors Membership Plans

Welcome. We are pleased that  you would consider joining our growing community of 730 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. Scroll down the page to see more on the plans.  

Highlights

  • We typically host 84 LIVE CE/CPE* Eligible webinars a year that draw over 10,000 financial advisors. 
  • We have a growing library of on-demand replays available for CE credit
  • Our lineup of experts has included Ed Slott, Wade Pfau, Michael Finke et al. 
  • "Undiscovered" experts on our webinars have Excellent Ratings of 99%
  • 87% of financial planner attendees have rated our webinars as EXCELLENT

What your Peers have to say about Financial Experts webinars. 

"I've been a fee-only financial planner for 20 years and Financial Experts webinars have been the most useful webinars I have ever attended."  

Dorothy Cole, Merrimack, NH

 

Webinars

Standard

Premium

Elite

Student
Access to all live webinars with Best-in-Field Experts
Access to small study group sessions
Replays of all webinars
Submit questions in advance for Experts to answer
Continuing Education for CFP and American College Designations
Minimum of 72 CE-eligible programs in 2022
Mandatory 2 Hours of Ethics CE
Automated CE Reporting to CFP Board
Certificates for self-reporting
Dashboard with report of your CE/CPE credits earned
Online Financial Experts Reporting & Resources
Edited Webinar Transcripts with must-know facts
Financial Expert Tip sheets; 58 FAFSA Questions, Social Security FAQs
Access to Member Forum
Guest Pass
Ability to invite 10 clients contacts to webinars
Ability to invite up to 35 Client and Professional Contacts
Ability to invite up to 60 Client and Professional Contacts
Online reporting of your Guests' webinar attendance
CPE credits for your CPA Guests
Guest email templates customized with your signature line
Reporting of your Guests' webinar attendance
Monthly Plan $12/month $24/month $39/month $0/month
Webinars

Standard

Premium

Elite

Student
Access to all live webinars with Best-in-Field Experts
Access to small study group sessions
Replays of all webinars
Submit questions in advance for Experts to answer
Continuing Education for CFP and American College Designations
Minimum of 72 CE-eligible programs in 2022
Mandatory 2 Hours of Ethics CE
Automated CE Reporting to CFP Board
Certificates for self-reporting
Dashboard with report of your CE/CPE credits earned
Online Financial Experts Reporting & Resources
Edited Webinar Transcripts with must-know facts
Financial Expert Tip sheets; 58 FAFSA Questions, Social Security FAQs
Access to Member Forum
Guest Pass
Ability to invite 10 clients contacts to webinars
Ability to invite up to 35 Client and Professional Contacts
Ability to invite up to 60 Client and Professional Contacts
Online reporting of your Guests' webinar attendance
CPE credits for your CPA Guests
Guest email templates customized with your signature line
Reporting of your Guests' webinar attendance
Yearly Plan $125 $259 $421 $0