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.
Estate Planning
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
CREDIT HOURS: 2
CE Credit Type
This Quiz Is Only For Members Who Purchased The Estate Planning Masterclass
Video is on Paid Masterclass Member's Dashboard
Materials are on Paid Masterclass Member's Dashboard
Mortgages, FICO Score
CREDIT HOURS: 2
CE Credit Type
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.
Ethics and Regulations
CREDIT HOURS: 2
CE Credit Type
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.
Click link below to download power point presentation related to webinar.
Click link below to download a supplement related to webinar.
Retirement Savings and Income Planning
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. We covered distribution rules for account owners and beneficiaries and portability (rollover and transfer) rules for IRAs and employer plans, but there are other rules that are equally important.
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.
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.
Click link below to download power point presentation related to webinar.
CREDIT HOURS: 2
CE Credit Type
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.
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.
Click link below to download power point presentation related to webinar.