Skip to main content
Search Online Courses for IAR and CFP Continuing Education

Filter By:

Credit Type
Subject
Displaying 6 of 6Clear Filters

Ethics and Regulations

Investment Advisors Act - New Marketing Rule
Speaker Name: Michelle Atlas-Quinn
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS
IAR
: 2
Ethics (IAR)
: 2

This course has been designed to provide a deep dive into modernized rules that govern investment adviser advertisements and payments to solicitors as it relates to marketing.

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
112 Minutes

Click link below to download power point presentation related to webinar 

Paper
16 Slides

Annuities

How Living Benefits w/ Annuities work, 411 on Annuities
Speaker Name: Scott Stolz, Simon Markets
CREDIT HOURS
IAR
: 2
Products and Practices (IAR)
: 2

Annuity industry veteran Scott Stolz will provide an excellent review of fixed and indexed annuities that covers important features, understanding the typical buyer, decisions to consider when buying an indexed annuity, how caps and interest rates work and much more. This is a can't miss if you want to understand annuities.   

Click links below to view the videos of these webinars - To take the quiz in order to earn CE you must watch the videos in their entirety.

Video
73 minutes
,

Click links below to download power point presentations related to webinars. You will be required to attest that you have read these items and these documents will be included on the quiz.

Paper
22 Slides
,

Social Security

Social Security Retirement Strategies
Speaker Name: Kurt Czarnowski
CREDIT HOURS
IAR
: 2
Products and Practices (IAR)
: 2

Former Social Security director Kurt Czarnowski provided a refresher on how Social security benefits are calculated, how they may be taxed and how spousal benefits (non-working spouse, divorce, survivor) work. 

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
58 Minutes

Click links below to download power point presentation related to webinar and our Social Security Guide. You will be required to attest that you have read these items and these documents will be included on the quiz.

Paper
30 Slides
,

Estate Planning

The Pros and Cons of Revocable Trusts
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR
: 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
Essential Estate Planning Documents & Probate Avoidance
Speaker Name: Laurie Steiner, Esq.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR
: 1
Products and Practices (IAR)
: 1

Proactive estate planning can benefit all clients by ensuring their assets and finances are properly taken care of after their death. Without the proper planning and documents, probate court may lead to unintended distribution of assets. Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

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
22 Slides

Medicare

What Clients Should Consider when Buying OR Renewing a Medicare Plan
Speaker Name: Melinda Caughill
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR
: 1
Products and Practices (IAR)
: 1

This highly rated session features Medicare expert Melinda Caughill a phenomenal Medicare presentation. Melinda covered a lot of ground in this 75-minute session, with one of the best explanations I’ve heard on Medicare Advantage plans. 

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
45 minutes

Click link below to download power point presentation related to webinar 

Paper
96 Slides