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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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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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Displaying 18 of 49Clear Filters

Tax Planning

The Pros and Cons of Using an S Corp.
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Nearly 62% of all corporations are S corps. But are they always the best choice?

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 the power point presentation related to webinar.

Paper
48 Slides
Tax Strategies for Upper-Middle Class Clients
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

In this webinar, Bob Keebler talks about how year-end planning in 2023 is as important as ever. Looming changes to the tax code and market losses provide excellent low or no risk opportunities to reduce your clients tax burden. Starting planning now will assure you have the time to meet with clients, review their situation for ideas, and show your value.

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
54 Minutes

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

Paper
84 Slides
Analyzing 1040s For Financial Planning Opportunities
Speaker Name: Larry Pon
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Preparing a tax return is an annual ritual that brings a lot of pain to many Americans, but by analyzing your client's 1040, you can find a plethora of valuable financial planning opportunities. In this webinar with CPA Larry Pon, listeners learned how to efficiently read a tax return and find financial planning guidance for 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
58 minutes

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

Paper
71 Slides

Risk Management

Personal Insurance: Asset Protection for Affluent Clients
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

This course provided attendees with an overview of personal insurance—Home, Auto, and liability coverages, with a focus on the affluent client and their specific needs. Claims examples and case studies will be discussed, along with unusual assets and how best to protect them. Attendees also learned risk mitigation strategies, best practices and most common coverage gaps and red flags.

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
20 Slides

Long Term Care

Alzheimer’s Disease: What You Should Know, and What to do Next
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1.5

In this webinat, Jennifer Reeder, Director of Educational and Social Services for the Alzheimer's Foundation of America reviewed the different types of dementia and risk factors associated with Alzheimer’s disease. Jennifer also explored the warning signs, and what to do next when someone is showing signs or has received a diagnosis.

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
76 minutes

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

Paper
70 slides
End-of-Year LTCi Strategies for Clients
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

In this webinar, The Krause Agency’s National LTCI Director, Lori Gubash, CLTC, FICF, discussed the key LTCI strategies every advisor should know. Attendees learned planning strategies for positioning LTCI for end-of-year deductions, how to fund LTCI and whether a 1035 Exchange is right for your client, and end-of-year updates and what advisors need to know going forward.

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
35 slides

Tax Planning, Estate Planning

Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance.

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
70 slides

Ethics and Regulations

Ethics and Seniors
Speaker Name: Ilene Slatko
CREDIT HOURS
IAR
: 2
Ethics (IAR)
: 2

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.

Video
100 minutes

Click link below to download power point presentation related to webinar 

Paper
63 Slides

Life Insurance

Life Insurance Settlements: Benefitting Your Client…and You!
Speaker Name: Lisa Rehburg
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1.5

Participants will learn the history and statistics of the life insurance market, what is a life insurance settlement, how do they benefit clients, unusual life settlements that worked, the process of selling, and how life insurance settlements benefit the financial advisor.

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
76 minutes

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

Paper
37 Slides