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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.
Ethics and Regulations
NID4208
The Investment Advisers Act Marketing Rule in 2026
CREDIT HOURS: 2
CE Credit Type
IAR
IAR Ethics
Learn how to navigate the SEC's Marketing Rule by understanding the requirements for advertisements, testimonials, performance reporting, social media, and recordkeeping while implementing compliant marketing strategies that can withstand regulatory scrutiny.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
C82017
NID4165
Preparing for an SEC Exam and 2026 Exam Priorities
CREDIT HOURS: 2
CE Credit Type
IAR
IAR Ethics
Learn how to prepare for SEC examinations by understanding regulators' priorities, strengthening compliance programs, addressing common deficiencies, and implementing practical strategies for cybersecurity, disclosures, fiduciary oversight, and examination readiness.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
C82016
NID4142
Aging Clients, Legal Capacity, and Elder Financial Protection
CREDIT HOURS: 2
CE Credit Type
IAR
IAR Ethics
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
C82018
Retirement Savings and Income Planning
NID4125
Rethinking Retirement Spending Advice + Tax Optimization for Pre-Retirees & Retirees
Speaker Name: Justin Fitzpatrick
CREDIT HOURS: 2
CE Credit Type
IAR
IAR Products and Practices
This program examines modern retirement planning strategies by challenging traditional “Probability of Success” approaches to retirement spending and exploring tax-efficient retirement income strategies, including Roth conversions, Social Security claiming, Medicare IRMAA considerations, and coordinated income planning.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
C82159
Estate Planning
NID4119
The Estate Plan That Actually Survives
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, CPA, EA
IAR Products and Practices
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 videos in their entirety.
Click link below to download power point presentation related to webinar.
347999
C82043
NID4099
Best Estate Planning Ideas for Clients with $2–$5 Million
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, EA
IAR Products and Practices
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 videos in their entirety.
Click link below to download power point presentation related to webinar.
347997
C82041
NID4083
Estate Planning for Digital Assets and Real Estate Trusts
Speaker Name: Alan Gassman
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, EA
IAR Products and Practices
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 videos in their entirety.
Click link below to download power point presentation related to webinar.
347995
C82042
NID4068
Tax-Smart Strategies for Inheriting or Passing on Large IRAs and Other Major Assets
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices
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 videos in their entirety.
Click link below to download power point presentation related to webinar.
347993
C82044
College Planning
NID4102
Trump Accounts: The Regulations Treasury Confirmed, What the Rules Still Leave Unanswered, and What Advisors Should Know
CREDIT HOURS: 2
CE Credit Type
IAR
IAR Products and Practices
This session explains the proposed IRS regulations for Trump Accounts under IRC §530A, helping advisors understand account structure, eligibility requirements, contribution rules—including the $1,000 pilot program—and the planning implications of this new savings vehicle.
Click link below to view the video of this webinar - To take the quiz in order to earn CE you must watch the videos in their entirety.
Click link below to download power point presentation related to webinar.
C82130