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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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Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
Search Online Courses for IAR and CFP Continuing Education
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Long Term Care

NID3080
Navigating Senior Living...Understanding the Options
Speaker Name: Kristy Kennedy
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options. You will learn about all senior living options available, services offered, amenities available, fee structures and other key differentiators. You will also gain a deeper understanding of the options for funding.

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

NID3079
New SEC AML Rule for Investment Adviser Reps and RIAs
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Ethics

This webinar, led by compliance attorney Michelle Atlas-Quinn, will equip financial advisors with the knowledge and tools to implement risk-based AML programs and meet new regulatory obligations under the Anti-Money Laundering rules taking effect January 1, 2026.

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

NID3078
Session 2 of Tax Planning Masterclass: Foundational to Advanced Strategies for Individual Clients
Speaker Name: Bob Keebler
Listener Ratings: N/A
Listener Comments: N/A
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 video in its entirety.

Click link below to download power point presentation related to webinar

NID3067
Session 1 of Tax Planning Masterclass: Tax Bracket Management
Speaker Name: Bob Keebler
Listener Ratings: N/A
Listener Comments: N/A
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 video in its entirety.

Click link below to download power point presentation related to webinar

Estate Planning

NID2951
Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs
Listener Ratings: N/A
Listener Comments: N/A
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 video in its entirety.

Click link below to download power point presentation related to webinar

NID2951
Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs
Listener Ratings: N/A
Listener Comments: N/A
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 video in its entirety.

Click link below to download power point presentation related to webinar

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

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

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

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

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.

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

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