Continuing Education For Investment Advisor Reps

IAR Continuing Education made simple

Financial Experts Network is an approved NASAA CE provider, offering affordable and help Investment Adviser Representatives meet their 12-credit annual requirement, incl Practices and 6 in Ethics & Professional Responsibility.

View Available Webinars View Available Self-study
NASAA
 
The Most LIVE IAR
Financial Experts provides the most live webinars to satisfy your products and practices, and Ethics CE requirements. No Quiz required
 
Flexible Self-Study
Financial Experts offers numerous self-study programs for your Products & Practices and Ethics CE requirements. Quiz required!
 
FINRA CE Reporting
Financial Experts reports your CE credits weekly to FINRA, which you can track on your Financial Experts dashboard.

Live Webinars

IAR CE credits - 1
Retirement Savings & Income Planning, Risk Management & Insurance Planning
Wade Pfau: Leveraging Whole Life Insurance for Income + Retirement Security
May 27, 2025 12:00 PM EDT
Guest Expert:
Wade Pfau, PhD, CFA, RICP®, RISA Profile
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IAR CE credits - 2
Estate Planning, Risk Management & Insurance Planning
Mastering Medicaid Crisis Planning: Strategies for Asset Protection with Medicaid Compliant Annuities
June 05, 2025 11:30 AM EDT
Guest Expert:
Dale Krause, J.D., LL.M., Krause & Associates
Learn More
IAR CE credits - 2
Ethics
New SEC AML Rule for Investment Adviser Reps and RIAs
June 12, 2025 12:00 PM EDT
Guest Expert:
Michelle Atlas-Quinn, J.D., AdvisorLaw
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IAR CE credits - 2
General Planning Principles
Navigating Senior Living...Understanding the Options
June 17, 2025 12:00 PM EDT
Guest Expert:
Kristy Kennedy, Silver Bridges Consulting
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Self Study

IAR CE Credit - 2 hrs
IAR Products and Practices
Session # 4: Common IRA Questions from Advisors
Listener Ratings: 98%
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IAR CE Credit - 2 hrs
IAR Products and Practices
What Clients Need To Know When Changing Their Residency
Listener Ratings: 97%
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IAR CE Credit - 2 hrs
IAR Products and Practices
Session # 3: Avoiding Tax Traps for Beneficiary Distributions
Listener Ratings: 96%
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IAR CE Credit - 2 hrs
IAR Ethics
Ethics CE: CFP Board’s Revised Code of Standards - Revised 2024
Listener Ratings: 95%
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Hear What Our Subscribers Have to Say
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"A few days ago, I came across FinancialExpertsNetwork.com and listened to a couple of Scott Stolz sessions and was pleasantly surprised at the clarity and expertise that Scott brings. Wish I had come across Scott's book and webinars earlier, would have saved me months of learning. Thank you for doing what both of you do!!"

Deepak G., Ph.D. Financial Advisor

I have greatly benefited from the many webinars which Financial Experts Network provides.  The subscription is a phenomenal value—the best money spent all year. Webinars topics frequently apply specifically to my clients’ financial planning needs.  CE credits are a bonus, not the reason to participate. 

John Reinmuth, Wellspring Financial Planners PLLC

If you are looking for high quality CE eligible financial webinars, presented in a user friendly format, look no further than Financial Experts Network!

Rick Fingerman, CFP. Past President of FPA of MA

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

Tom -- You’re a tremendous advocate for our industry and without a doubt, your words and hard work prove it.  I find your webinars to be very valuable and informative.  You provide a tremendous value for the money!

Scott S., CFP®, AEP®, CLU®, ChFC®
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