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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.  

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 2021
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 selectively invite clients and professional contacts to webinars
Ability to select which webinars your Guests are invited to
Guest email templates customized with your signature line
Online reporting of your Guests' webinar attendance
CPE credits for your CPA Guests
Ability to invite up to 25 guests
Ability to invite up to 50 guests
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 2021
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 selectively invite clients and professional contacts to webinars
Ability to select which webinars your Guests are invited to
Guest email templates customized with your signature line
Online reporting of your Guests' webinar attendance
CPE credits for your CPA Guests
Ability to invite up to 25 guests
Ability to invite up to 50 guests
Yearly Plan $125 $259 $421 $0