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.
Real Estate Investing
CREDIT HOURS: 1
CE Credit Type
A practical overview for financial advisors on evaluating rental properties using key performance metrics, risk analysis, and strategic modeling to turn undermanaged rentals into intentional investment decisions.
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.
Click link below to download power point presentation related to webinar.
Medicare
CREDIT HOURS: 1
CE Credit Type
This program delivers a comprehensive update on 2026 Medicare Open Enrollment, highlighting key Part D and Medigap changes under the Inflation Reduction Act and equipping advisors with tools to help clients compare plans and reduce healthcare costs.
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.
Click link below to download power point presentation related to webinar.
CREDIT HOURS: 1
CE Credit Type
This program guides financial advisors through the full Medicare enrollment process—covering timing, plan pathways, Medigap, Part D, IRMAA, and annual reviews—so they can help clients make informed, cost-effective Medicare decisions beyond simply picking a plan.
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.
Click link below to download power point presentation related to webinar.
Social Security
CREDIT HOURS: 1
CE Credit Type
The Social Security Fairness Act significantly changed how Social Security benefits are calculated by eliminating the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP), impacting individuals with non-Social Security taxed pensions
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.
Click link below to download power point presentation related to webinar.
Life Insurance, Tax Planning
CREDIT HOURS: 1
CE Credit Type
This program explored how Private Placement Life Insurance (PPLI) empowered high-net-worth clients to achieve tax-free investment growth, retirement income, and wealth transfer. Led by Bob Chesner, CPA, the session examined the mechanics, benefits, and estate planning applications of PPLI through real-life comparisons and strategic planning insights.
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.
Click link below to download power point presentation related to webinar.
Ethics and Regulations
CREDIT HOURS: 2
CE Credit Type
This ethics-focused continuing education program examines the SEC’s Marketing Rule under the Investment Advisers Act, detailing what constitutes an advertisement, permissible statements, and requirements for using testimonials, endorsements, performance data, and third-party ratings, while addressing related recordkeeping, disclosure, and compliance practices to help advisers meet regulatory st
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.
Click link below to download power point presentations related to webinar.
CREDIT HOURS: 2
CE Credit Type
With the SEC and state regulators sharpening their focus on fiduciary obligations, disclosure accuracy, and cybersecurity in 2025, investment adviser representatives (IARs) must stay ahead of evolving expectations.
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.
Click link below to download power point presentations related to webinar.
Tax Planning
CREDIT HOURS: 2
CE Credit Type
Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal
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.
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.
Click link below to download power point presentation related to webinar
CREDIT HOURS: 2
CE Credit Type
Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal
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.
Click link below to download power point presentation related to webinar