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Welcome. We are pleased that  you would consider joining our growing community of 860 financial planners and CPAs who value high-quality education from Best-in-Field experts. Here are a few facts as 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 36 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

Standard Premium Elite Student
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
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
Evaluating Student loan repayment plans
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
Buying and Financing a Home?
CPE credits for your CPA Guests
Ability to invite up to 25 guests
Ability to invite up to 50 guests
Monthly Plan $12 $24 $39 $0
Subscription Links Monthly
Standard Premium Elite Student
Webinars
Access to LIVE webinars weekly with Best-in-Field Experts
Access to 35 Self Study CE-eligible programs
Replays of over 200 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
Evaluating Student loan repayment plans
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
CPE credits for your CPA Guests
Guest email templates customized with your signature line
Reporting of your Guests' webinar attendance
Monthly Plan (6 Month Minimum) $12 $24 $39 $0
Subscription Links Monthly
Standard Premium Elite Student
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
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
Evaluating Student loan repayment plans
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
Buying and Financing a Home?
CPE credits for your CPA Guests
Ability to invite up to 25 guests
Ability to invite up to 50 guests
Annual Plan $125 $259 $421 $0
Subscription Links Yearly