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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.

Earn CE credits to meet your CFP and IAR designation requirements on your schedule and with added flexibility.

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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Medicare, Medicare

Medicare Masterclass - Session 3
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 2
Products and Practices (IAR)
: 2

This Quiz is for Individuals who purchased the Medicare Masterclass. If you did not purchase the class you will not receive credit for this.

Medicare

Medicare Masterclass - Session 2
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 2
Products and Practices (IAR)
: 2

This Quiz is for Individuals who purchased the Medicare Masterclass. If you did not purchase the class you will not receive credit for this.

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

This Quiz is for Individuals who purchased the Medicare Masterclass. If you did not purchase the class you will not receive credit for this.

Tax Planning

What Clients Need To Know When Changing Their Residency
Speaker Name: Joe Endres
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 2
Products and Practices (IAR)
: 2

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

What Financial Planners and CPAs should know about Trusts and Estates
Speaker Name: Bob Keebler
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 2
Products and Practices (IAR)
: 2

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

Tax Planning, Retirement Savings and Income Planning

How To Avoid The Top 10 Costly IRA Mistakes
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 2
Products and Practices (IAR)
: 2

Retirement account balances hit a record high, reaching $36.7 Trillion in the Second Quarter of 2023. This increased balance is excellent news for retirement account owners and their beneficiaries.

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
51 Slides

College Planning, Tax Planning

529 Plan Tax Benefits and New Rules on Roth Conversions
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1.5

In this webinar, Larry Pon, CPA explained how 529 college savings plans offer several tax-related benefits, from tax-deferred growth to tax-free withdrawals for qualified expenses to gifting opportunities (including Dynasty 529 plans). Now, with SECURE 2.0, there is an opportunity to rollover unused monies from a 529 plan to a Roth IRA.

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
75 Minutes

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

Paper
44 Slides

College Planning, College Financial Aid

Understanding the New Student Aid Index
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1.5

In this webinar, college financial aid guru Mark Kantrowitz explained the latest updates to the Free Application for Federal Student Aid (FAFSA), that includes the introduction of the Student Aid Index. With the replacement of the previous Expected Family Contribution (EFC) model, many families are left wondering how this shift will impact their financial aid eligibility.

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
75 Minutes

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

Paper
44 Slides

How Financial Anxiety Impacts the Planner-Client relationship
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

In this webinar, Dr. McCoy described financial anxiety by differentiating financial anxiety from financial stress. Practitioners were provided with insights on how to reduce both financial anxiety and stress in themselves and their clients.

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 the power point presentation related to webinar.

Paper
38 Slides