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I just finished 2 of Bob Keebler’s tax master classes. Financial Experts continually produces good content where I am learning things that help me be a better advisor vs. just checking the box.
CFP® & IAR Approved
Earn Your CFP® & IAR CE Credits While Staying Ahead of the Issues That Matter
Join 1,400+ financial professionals for live webinars and self-study courses taught by respected experts in tax, estate planning, retirement income and more.
What's Included:
125+ live webinars yearly
Self-study courses
CFP & IAR CE credits
Ethics included
Expert-led education
Learn live or on-demand
1,400+
Financial Professionals
900+
CFP Members
500+
IAR
125+
Live Webinars Annually
30+
Self-Study Courses
100%
CFP® & IAR CE Available
What Members Are Saying
"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.
Featured Experts
Alan Gassman, J.D., LL.M.
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Laura Garfield
Video Marketing for Financial Advisors
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Todd Swanson
Mortgages
Why Financial Experts Network?
We're committed to providing continuing education that elevates your practice, not just checking boxes.
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Learn From Recognized Experts
Practical guidance from specialists in tax, estate planning, retirement income and more.
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Attend Live or Learn On Demand
Join webinars live or work through self-study courses whenever your schedule allows.
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Earn CFP® & IAR CE Credits
Stay compliant while gaining practical knowledge from industry-leading experts.
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Ethics CE Included
Complete your mandatory Ethics CE requirements as part of your membership.
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New Topics Throughout the Year
Stay current with evolving regulations, planning strategies, and client needs.
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One Membership, Ongoing Value
Enjoy unlimited access to webinars and self-study courses with one affordable membership.
Frequently Asked Questions
Are your webinars eligible for Continuing Education Credits?
Yes. Nearly all of our live webinars provide subscribers continuing education (a.k.a. "CE") credits. Financial Experts Network is an approved CE provider with the CFP Board and NASAA (IAR). Advisors with CLU, ChFC, RICP and CDFA designations may satisfy their CE requirements by submitting Financial Experts certificates of attendance.
Do you submit my CE credits for me?
Yes and no. We do submit CE credits for all with the CFP and IAR designation. This includes credits for both live and self-study programs.
For all other designations, we provide a certificate of attendance that you use to self-report your credits.
Do you provide CPE credits to CPAs?
Yes, we are approved CPE provider registered with NASBA. We provide certificates of attendance that you use to self-report your CPE credits.
How do I know how many CE or CPE credits I have earned?
You can check on how many credits you've earned by logging into your Financial Experts account. Once you are logged in, simply click on the "Continuing Education credits" field on your dashboard.
How much do you charge for CE or CPE credits?
In addition to membership fees, Financial Experts Network does pass-through charges imposed by third-parties like the CFP Board, Finra , and the IRS for processing CE credits.
CE / CPE Credit Processing Fees
Financial Experts Network passes through third-party CE processing fees charged by organizations such as the CFP Board, FINRA, and the IRS.
Live Webinar Fees
| Credit Type | Fee |
|---|---|
| CFP CE Credits | $2 per credit |
| FINRA / IRS CE Credits | $5 per credit |
Self-Study Fees
| Program Type | CFP CE Fee | FINRA CE Fee |
|---|---|---|
| Standard Self-Study | $5 per credit* | $5 per credit |
| Premium Self-Study | $10 per credit | $10 per credit |
| Premium Plus Self-Study | $15 per credit | $15 per credit |
* Members who joined before 9/1/2023 pay $3 per CFP credit for Standard Self-Study sessions.
As a member, does Financial Experts Network submit my CE credits to The American College on my behalf?
No. All CE credits earned through Financial Experts Network must be self-reported to The American College. Certificates of completion for each program are available on your member dashboard for your records and reporting purposes.
If you hold a designation through The American College and are completing CE courses for recertification, please contact The American College directly at recertification@theamericancollege.edu for guidance on their self-reporting process.
What does Financial Experts do?
The Financial Experts Network utilizes a "network" of subject matter experts to educate financial professionals so they can better serve their clients. Since its launch in 2008, Financial Experts' live webinars have drawn over 80,000 financial professionals to over 500 educational webinars.
Who founded Financial Experts Network?
Tom Dickson founded the Financial Experts webinar series in 2008. He has had the good fortune of working in many aspects of the financial services industry during his 40-year career. Over half that career has been spent educating financial advisors.
What makes Financial Experts Unique?
There are at least 3 things that make Financial Experts unique. One is its use of true subject matter experts to educate our professional listeners. A second unique aspect is our emphasis on live webinars, not replays. This allows for meaningful interaction that allows listeners to get their question answered by the expert. The third would be the quality of the strategies and insights delivered by the experts, as evidenced by the fact that 90% of our listeners, when surveyed, say they've learned something from a Financial Experts webinar that helps them better serve their clients.
How do I whitelist Financial Experts Network emails?
Please click here to learn how to whitelist our emails across all major email providers.