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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.

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Earn CE credits to meet your CFP and IAR designation requirements on your schedule and with added flexibility.

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Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
Displaying 9 of 51Clear Filters

Estate Planning

NID2911
Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

Video is on Paid Masterclass Member's Dashboard

Materials are on Paid Masterclass Member's Dashboard

NID2904
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

Video is on Paid Masterclass Member's Dashboard

Materials are on Paid Masterclass Member's Dashboard

NID2886
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

Video is on Paid Masterclass Member's Dashboard

Materials are on Paid Masterclass Member's Dashboard

NID2851
Estate Planning Masterclass Session #1: Intro to Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass

Video is on Paid Masterclass Member's Dashboard

Materials are on Paid Masterclass Member's Dashboard

Mortgages, FICO Score

NID2907
The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This session featured credit expert Tiffany Cross and mortgage strategist John Thompson, who provided financial advisors with practical guidance on mortgage planning and credit score optimization. Attendees learned how to help clients improve credit scores, manage mortgage debt throughout life stages, and strategically use home equity in retirement.

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
100 Minutes

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

Paper
24 Slides
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Charitable Giving, Estate Planning

NID2853
Charitable Remainder Trusts from A to Z
Speaker Name: Alan Gassman
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

In this webinar, nationally renowned estate planning attorney Alan Gassman, Esq. covered both simple and complicated Charitable Remainder Annuity Trusts ("CRATs") and Charitable Remainder Unitrusts ("CRUTs"), as well as Flip NIMCRUTs, which can be used very effectively for income tax planning purposes.

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
185 Slides

Tax Planning

NID2852
Helping Clients with Restricted Stock Units (RSUs)
Speaker Name: Kevin Brady
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

In this webinar, Kevin J Brady, CFP®, and Larry Pon, CPA, AEP®, talk about restricted stock units (RSUs). RSUs are a common form of compensation granted by employers to key employees. In this webinar, Kevin and Larry  discussed how RSUs work, vesting schedules, key terminology, and how they compare to other forms of equity compensation. 

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 related to webinar

Paper
34 Slides

Medicaid, Annuities

NID2825
Crisis Medicaid Planning and Medicaid Compliant Annuities
Speaker Name: Dale Kraus
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP

In this webinar presented by Dale Krause, J.D., LL.M., a nationally recognized elder law attorney, this comprehensive webinar dove into the critical aspects of planning for long-term care, focusing on the financial strategies and legal tools available to manage the high costs associated with nursing home care. 

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
103 Minutes

Click link below to download power point presentation related to webinar

Paper
75 Slides

Practice Management

NID2819
Elder Fraud Prevention and Cybersecurity in the Digital Age
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

Elder fraud expert Liz Loewy from EverSafe led a webinar discussing the rise of scams targeting older adults, including romance scams, cryptocurrency fraud, and impersonation schemes. She outlined the most prevalent scams, shared preventive measures, and provided resources to help families, caregivers, and professionals protect themselves and their loved ones.

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
51 Minutes

Click link below to download power point presentation related to webinar

Paper
38 Slides