Financial Advisors Membership Plans

Find the Best Plan to Enhance Your Knowledge

More Than CE Credits—Real Learning That Elevates Your Practice

Join over 1,400 financial planners - including 800+ CFPs - 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."

Matt Etzler, CFP®

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

Monthly Yearly

	Pro	Premium
	$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

Why Financial Experts Network?

Live CE Webinars

Weekly live webinar features experts who educate you on a wide range of topics - all while offering CE Credits for CFPs, CPA,s and PACE credits. LIVE IAR eligible programs run monthly - NO quiz required.

Self-Study Library

50+ On-demand CFP board-approved courses available anytime.

Ethics CE Included

Earn your 2 mandatory hours of Ethics CE, all included in your membership