Find the Best Plan to Enhance Your Knowledge
More Than CE Credits—Real Learning That Elevates Your Practice
Join over 1,500 financial planners - including 1,000+ CFPs® and 700 IARs - who rely on Financial Experts' network of 100s of subject matter experts to advance their education and stay current with the countless challenges that impact their clients. Most of our 125+ live webinars each year (and 30+ self-study programs) offer Continuing Education (CE) credit, but what distinguishes our EDUCATION platform is the quality of the actionable strategies from experts in tax, estate planning, retirement income and the many other topics our experts cover.
Sure, you can earn CE somewhere else, but they won't have our unmatched lineup of experts.
"Your web conferences, self-study programs, and overall services are an invaluable resource for financial professionals. In my opinion, the quality and depth of your content set the standard for continuing education in our profession. The insights I’ve gained from your offerings have been instrumental in enhancing my practice."
Monthly Plan
$19/month
- Unlimited Live Webinars
- All Self-Study courses
- Ethics CE included
- CFP & IAR CE
Annual Plan
$199/yr
- Best Value-save $29 vs monthly
| Pro | Premium | Annual | |
|---|---|---|---|
| $199 | $259 | ||
$199 Subscribe | $259 Subscribe | ||
| Webinars | |||
| 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 | |||
| CE and CPE | |||
| 80+ LIVE CE-eligible programs each Year | |||
| CFP-Approved Ethics CE Credits (2) | |||
| Access to 30+ Hours of On-Demand CE credits for CFPs | |||
| Weekly reporting of completed CE to CFP Board | |||
| Completion certificates for self-reporting of live programs (e.g., NAPFA, CDFA, CPA CPE) | |||
| Dashboard for Tracking all CE and CPE credits earned | |||
| Member Resources | |||
| Extensive Social Security FAQ Guide | |||
| Guides for Medicare, Student Loans and more | |||
| Edited Transcripts for Select Webinars | |||
| Access to Member Forum | |||
| Guest Pass | |||
| Ability to invite 3 clients contacts to webinars | |||
| Ability to invite up to 35 Client and Professional Contacts | |||
| Ability to invite up to 60 Client and Professional Contacts | |||
| CPE credits for your CPA Guests | |||
| Guest email templates customized with your signature line | |||
| Reporting of your Guests' webinar attendance |
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General Planning Principles
November 03, 2026 12:00 PM EST
Guest Expert:
John Bacigalupi, SVP – Regional Director & National Private Markets Specialist at Cantor Fitzgerald Asset Management
John Bacigalupi, SVP – Regional Director & National Private Markets Specialist at Cantor Fitzgerald Asset Management
General Planning Principles
November 04, 2026 12:00 PM EST
Guest Expert:
Rick Peck and Scott Coulter
Rick Peck and Scott Coulter
Tax Planning
November 05, 2026 12:00 PM EST
Guest Expert:
Catherine Tindall, CPA, Dominion Enterprise Services
Catherine Tindall, CPA, Dominion Enterprise Services
Retirement Savings & Income Planning
November 09, 2026 09:00 AM EST
Guest Expert:
Adam Scherer, MS, CFP®, EA
Adam Scherer, MS, CFP®, EA
IAR Products and Practices
IAR Products and Practices
IAR Products and Practices
IAR Products and Practices