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.
Tax Planning
CREDIT HOURS
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.
Click link below to download the pdf related to webinar.
Estate Planning
CREDIT HOURS
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.
Click link below to download the pdf related to webinar.
Tax Planning, Retirement Savings and Income Planning
CREDIT HOURS
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.
Click link below to download the pdf related to webinar.
Ethics and Regulations
CREDIT HOURS
This course, designed by financial educator Ilene Slatko, is designed to provide you with the proper training, to include practical guidance for communication that ensures suitable guidance and product recommendations for the senior client, especially those with diminished cognitive capacity.
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
CREDIT HOURS
This course will provide insight and guidance on the methods and structures for Advisory Fee schedules. It includes draw backs and benefits of different methods. It includes what the regulations and rules require along with the duties owed customers.
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.
CREDIT HOURS
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.
Click link below to download power point presentation related to webinar
CREDIT HOURS
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.
Annuities
CREDIT HOURS
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.
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.
Social Security
CREDIT HOURS
IAR COURSE - 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.
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.