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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.
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
Retirement Savings and Income Planning, Tax Planning
NID4008
Rethinking Roth Conversions: Navigating New Tax Laws and Opportunities
CREDIT HOURS: 1.5
CE Credit Type
CFP®, IAR
IAR Products and Practices
This program with CPA Bob Keebler explores how recent tax law changes impact Roth IRA conversions, highlighting key risks, planning strategies, and opportunities to minimize taxes and optimize retirement outcomes in today’s evolving legislative environment.
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.
349310
C82015
Social Security
NID4006
Social Security Claiming Under Uncertainty: Moving Beyond One-Size-Fits-All Guidance
CREDIT HOURS: 2
CE Credit Type
CFP®, IAR
IAR Products and Practices
This session features Kurt Czarnowski and Derek Tharp examining current Social Security rules and challenging conventional claiming strategies, showing how real-world risks and personalized factors may support earlier, more tailored claiming decisions for retirees.
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.
349309
C82006
NID3828
Equity Compensation and Stock Options - Private Company Issues/Other Equity Awards/Concentrated Stock/NUA
Speaker Name: Aric Jacobson
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, EA
IAR Products and Practices
This premium webinar explored advanced planning issues surrounding private company equity, including 409A valuations, early exercise and 83(b) elections, double-trigger RSUs, QSBS eligibility, and tender offer liquidity events.
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.
345569
C28394
NID3810
Equity Compensation and Stock Options - Grant/Exercise Considerations/Tax Reporting/Termination Events
Speaker Name: Aric Jacobson
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, EA
IAR Products and Practices
This premium webinar focused on the tax reporting mechanics, cost-basis errors, and timing pitfalls that create the most expensive equity compensation mistakes.
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.
345573
C28393
NID3798
Equity Compensation and Stock Options - NQSOs and ISOs
Speaker Name: Aric Jacobson
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, EA
IAR Products and Practices
This premium session provided a practical deep dive into RSUs, NQSOs, and ISOs, explaining how each is taxed, how exercise strategies impact cash flow and risk, and how advisors can help clients manage equity compensation decisions around timing, AMT, liquidity, and long-term planning.
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.
345571
C80937