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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)
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Retirement Savings and Income Planning

NID2513
Session # 3: Avoiding Tax Traps for Beneficiary Distributions
Speaker Name: Denise Applby
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This self-study course is a Premium course. Beneficiaries must take required minimum distributions (RMD) from the IRAs and employer plana account they inherit. However, the options for distributions are determined by the class in which a beneficiary fall.

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.

Video
Presentation Video - 112 Minutes
,

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.

Video
Q and A Video - 26 Minutes

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

Paper
78 Slides
NID2449
Session # 2: Effective Distribution Strategies
Speaker Name: Denise Appleby
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This self-study course is a Premium course. Generally, distributions for IRA owners and plan participants' employer plans are optional until the account owner or plan participant reaches their applicable age to start the required minimum distribution (RMDs). Distributions made early can be subject to a 10% additional tax, but exceptions apply.

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.

Video
Presentation Video - 97 Minutes
,

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.

Video
Q and A Video - 35 Minutes

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

Paper
93 Minutes
NID2427
Session # 1: Critical Rules for Moving Retirement Accounts
Speaker Name: Denise Appleby
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This self-study course is a Premium course. When moving IRS and employee plan accounts, the goal is usually to retain tax-deferred status. But one wrong move, one simple mistake, can produce the opposite result—immediate taxability!

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.

Video
Presentation Video - 107 Minutes
,

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.

Video
Q and A Video - 39 Minutes

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

Paper
82 Slides

Medicare

NID2083
Medicare Masterclass - Session 4
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This self-study course is a Premium course.

NID2059
Medicare Masterclass - Session 2
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This self-study course is a Premium course. Getting to Know Medicare. Learning Objectives: List the Six Steps of Medicare
- Identify three important Medicare enrollment periods, Name the three essential parts of Medicare, Summarize the Medicare paths (Original Medicare and Medicare Advantage), Define guaranteed issue right

NID2051
Medicare Masterclass - Session 1
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP

This self-study course is a Premium course. Preparing for Medicare. Learning Objectives: Name three Medicare myths that can lead to costly Medicare mistakes, Explain two strategies that can help clients deal with Medicare costs, Identify three Medicare preparation tasks to complete before age 65, Describe the role of a my Social Security account in Medicare

Medicare, Medicare

NID2065
Medicare Masterclass - Session 3
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65

Tax Planning

NID2009
What Clients Need To Know When Changing Their Residency
Speaker Name: Joe Endres
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

In this webinar, which featured tax attorney Joe Endres, we addressed applying residency tax rules to commuters, occasional visitors, and full-time residents of the various states. Joe also identified the practices most states use to determine if a taxpayer has "truly" changed their residence.

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 the pdf related to webinar.

Paper
45 Slides

Estate Planning

NID2008
What Financial Planners and CPAs should know about Trusts and Estates
Speaker Name: Bob Keebler
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

Embark on a transformative journey with Bob Keebler, CPA, a luminary in the field of intergenerational wealth transfer. This meticulously designed course goes beyond the basics, diving into the intricate world of trusts and estates.

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 the pdf related to webinar.

Paper
104 Slides