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Search Online Courses for IAR and CFP Continuing Education
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Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
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Displaying 27 of 44Clear Filters

Retirement Savings and Income Planning

(Re)Modeling the Cost of Retirement (or) Estimate the True Cost of Retirement
Speaker Name: David Blanchett
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Retirement is the most expensive purchase faced by most individuals. In this session, David Blanchett explored a framework to better understand how much retirement actually costs and a process for better estimating its true cost.

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
52 Slides
Decoding the Essential Provisions of SECURE 2.0 with Bob Keebler
Speaker Name: Bob Keebler
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 2

SECURE 2.0 provides incredible sales opportunities for financial and wealth planners, but every financial and wealth planner will be required to master the important new rules contained in the bill.

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
60 Minutes

Click link below to download power point presentation related to webinar and click here to read the transcript in its entirety

Paper
42 Slides
,

Please click the link below to read the transcript in its entirety

https://www.financialexpertsnetwork.com/knowledge-center/2022-secure-20-act-webinar-transcript

College Financial Aid

How to Find Private Scholarships
Speaker Name: Matt Carpenter and Peggy Keough
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Join Matt Carpenter & Peg Keough as they explain how to maximize the odds of obtaining private scholarships. 
You will learn how to obtain college scholarships, the who, what, when, where and how to get private scholarships, how to get scholarships if you don't qualify for financial aid, and where to look and where NOT to look.

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
10 Slides
How to Analyze and Appeal College Financial Aid
Speaker Name: Joe Messinger
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Financial aid award letters can be confusing. It is critical that you carefully analyze each award letter and determine the amount of free money received in the form of grants and scholarships. Equally important, one must identify what is the "net" cost of the school. The first offer may not be the best offer.

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
12 Slides

Ethics and Regulations

Ethics CE: CFP Board’s Revised Code of Standards
Speaker Name: Thomas Duffy
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 2
Ethics (IAR)
: 2

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.

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
101 Minutes

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

Paper
71 Slides

Estate Planning

Trustee Training: Rights and Responsibilities
Speaker Name: Steve Mancini and Kate Langmore
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

A loved one has just passed away and now the successor trustee must serve as trustee of the living trust. Are they prepared to handle the myriad of questions regarding their rights and responsibilities, taxes, and investments in these different situations?

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
35 Slides
The Pros and Cons of Revocable Trusts
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 1
Products and Practices (IAR)
: 1

Learn the purpose of revocable trusts, also known as living trusts, and how they can be a useful part of a client's estate plan. Join estate planning attorney Laurie Steiner to learn the advantages and disadvantages of a revocable trust as compared to irrevocable trusts or no trust at all!

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
17 Slides

Retirement Savings and Income Planning, Financial Planning

A Solution for Large 401(k)s: The In Marriage QDRO®
Speaker Name: Marcus Foote and Stephanie Prestridge
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

The In Marriage QDRO® incorporates the ability of spouses to contract under state domestic relations law with the enforcement mechanism of a Qualified Domestic Relations Order (QDRO) under federal law.

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
53 Minutes

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

Paper
30 Slides

Financial Planning

When and for Whom Are Roth Conversions Most Beneficial: A New Set of Guidelines, Cautions and Caveats
Speaker Name: Edward F. McQuarrie, Leavey School of Business at Santa Clara University
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Much has changed since penalty-free Roth conversions were inaugurated in 2010. Tax rates have gone up and down. The re-characterization provision went away. Heirs can no longer stretch out inherited Roth accounts over a lifetime. Medicare surcharges were expanded and began to adjust for inflation.

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
45 Slides