Skip to main content

Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.

NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.

Search Online Courses for IAR and CFP Continuing Education
Credit type
Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
Subject
Displaying 9 of 44Clear Filters
How Financial Anxiety Impacts the Planner-Client relationship
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

In this webinar, Dr. McCoy described financial anxiety by differentiating financial anxiety from financial stress. Practitioners were provided with insights on how to reduce both financial anxiety and stress in themselves and their clients.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
52 Minutes

Click link below to download power point presentation and pdf related to webinar.

Paper
38 Slides

Estate Planning

Top Ten Estate Planning Lessons Learned From Recently Deceased Celebrities
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

In this webinar, estate planning attorney Eido Walny examined the common mistakes made by recently deceased celebrities and illustrated how these mistakes could have been avoided. Without a doubt, you will see these errors reflected in the planning done by your everyday clients, as well.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
58 Minutes

Click link below to download power point presentation and pdf related to webinar.

Paper
50 Slides

Retirement Savings and Income Planning

IRAs at Death & Beyond
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

This session featured Bob Keebler, CPA reviewing how the new regulations related to the SECURE Act are structured, flowcharts to distill the new rules to common practical situations, nuisances to the new 10-year rule, planning for the surviving spouse and planning to capture the exceptions to the new 10-year rule.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
53 Minutes

Click link below to download power point presentation and pdf related to webinar.

Paper
48 Slides

Special Needs

Special Needs Planning
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-term.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
53 Minutes

Click link below to download power point presentation and pdf related to webinar.

Paper
48 Slides
,
Paper
8 Pages

Tax Planning

The Pros and Cons of Using an S Corp.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Nearly 62% of all corporations are S corps. But are they always the best choice?

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 Minutes

Click link below to download power point presentation related to webinar.

Paper
48 Slides
Tax Strategies for Upper-Middle Class Clients
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

In this webinar, Bob Keebler talks about how year-end planning in 2023 is as important as ever. Looming changes to the tax code and market losses provide excellent low or no risk opportunities to reduce your clients tax burden. Starting planning now will assure you have the time to meet with clients, review their situation for ideas, and show your value.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
54 Minutes

Click link below to download power point presentation related to webinar.

Paper
84 Slides

Risk Management

Personal Insurance: Asset Protection for Affluent Clients
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

This course provided attendees with an overview of personal insurance—Home, Auto, and liability coverages, with a focus on the affluent client and their specific needs. Claims examples and case studies will be discussed, along with unusual assets and how best to protect them. Attendees also learned risk mitigation strategies, best practices and most common coverage gaps and red flags.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 Minutes

Click link below to download power point presentation related to webinar.

Paper
20 Slides

Long Term Care

Alzheimer’s Disease: What You Should Know, and What to do Next
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1.5

In this webinat, Jennifer Reeder, Director of Educational and Social Services for the Alzheimer's Foundation of America reviewed the different types of dementia and risk factors associated with Alzheimer’s disease. Jennifer also explored the warning signs, and what to do next when someone is showing signs or has received a diagnosis.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
76 minutes

Click link below to download power point presentation related to webinar. 

Paper
70 slides

Tax Planning, Estate Planning

Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance.

Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the video in its entirety.

Video
50 minutes

Click link below to download power point presentation related to webinar. 

Paper
70 slides