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 - 2
Ethics
Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 05.08.2025
May 08, 2025 02:00 PM EDT
Guest Expert:
Tom Duffy
Learn More
IAR CE credits - 2
Professional Conduct & Regulation
Navigating the Complexities of Dual Registration as Investment Adviser Rep (Approved for 2 IAR CE Credits) - 05.09.2025
May 09, 2025 09:00 AM EDT
Guest Expert:
Michelle Atlas-Quinn, J.D., AdvisorLaw
Learn More
IAR CE credits - 2
Professional Conduct & Regulation
Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR CE) - 05.09.2025
May 09, 2025 11:30 AM EDT
Guest Expert:
Michelle Atlas-Quinn, J.D., AdvisorLaw
Learn More
IAR CE credits - 2
Retirement Savings & Income Planning, Tax Planning
Tax-Efficiency for Retirement Spending (Approved for 2 IAR CE) - 05.10.2025
May 10, 2025 09:00 AM EDT
Guest Expert:
Wade Pfau
Learn More

Self Study

IAR CE Credit - 2 hrs
IAR Products and Practices
Session # 4: Common IRA Questions from Advisors
Listener Ratings: 98%
Learn More
IAR CE Credit - 2 hrs
IAR Products and Practices
What Clients Need To Know When Changing Their Residency
Listener Ratings: 97%
Learn More
IAR CE Credit - 2 hrs
IAR Products and Practices
Session # 3: Avoiding Tax Traps for Beneficiary Distributions
Listener Ratings: 96%
Learn More
IAR CE Credit - 2 hrs
IAR Products and Practices
Session # 1: Critical Rules for Moving Retirement Accounts
Listener Ratings: 95%
Learn More
Hear What Our Subscribers Have to Say
Previous Pause Next

"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®
1
2
3
4
5