Financial Advisors Membership Plans

Welcome. We are pleased that  you would consider joining our growing community of over 970 financial planners (includes nearly 700 CFPs) 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, some of which include a Guest Pass feature which allows you invite your clients and referral partners. These Guest Pass plans are limited to financial advisors and CPAs.   

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. Note there may be an extra charge for viewing these. 
  • Our lineup of experts has included Ed Slott, Ric Edelman, Wade Pfau, Michael Finke, Bob Keebler 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

Pro Plan 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 $19 $24 $39 $0
Subscription Links Monthly
Pro Plan Premium Elite Student
Monthly Plan (6 Month Mimimum)
$19*
$24*
$39*
$0*
Webinars
Access to LIVE webinars weekly with Best-in-Field Experts
Access to 20 Self Study CE-eligible programs
Replays of over 200 webinars
Submit questions in advance for Experts to answer
CE and CPE
60+ LIVE CE-Eligible programs each Year
CFP-Approved Ethics CE Credits (2)
Access to 20+ 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 Forums
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 Mimimum)
$19*
$24*
$39*
$0*
Pro Plan Premium Elite Student
Annual Plan
$199*
$259*
$421*
$0*
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
60+ LIVE CE-Eligible programs each Year
CFP-Approved Ethics CE Credits (2)
Access to 20+ 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 Forums
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
CPE credits for your CPA Guests
Ability to invite up to 35 guests
Ability to invite up to 60 guests
Annual Plan
$199*
$259*
$421*
$0*

*Financial Experts reserves the right to pass-through charges imposed by third-parties like the CFP Board and Finra for processing CE credits.