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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)
Displaying 18 of 51Clear Filters

Estate Planning

NID2811
Estate Planning for Financial Advisors: From Basics to Brain Surgery
Speaker Name: Paul Hamann
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

This webinar featured attorney Jeremy Curtis, JD, MS, CFP® of The Curtis Law Firm, PLLC (Houston, Texas), through a dynamic and visually engaging presentation covering essential estate planning topics: Estate Planning 101, Expanding Your Practice with Estate Planning, and Advanced Estate Planning Essentials.

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
61 Minutes

Click link below to download power point presentation related to webinar

Paper
35 Slides

Tax Planning, Small Business

NID2810
Reasonable Compensation for S Corps
Speaker Name: Paul Hamann
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP

In this webinar, Paul Hamann, a leader in the field of compensation, reviews key court cases, IRS guidelines, preparer penalties, and some of the obscure weapons the IRS has put in place regarding reasonable compensation for S corps. Paul bunked common myths on how reasonable compensation should be calculated and replaced it with facts and methodologies that the IRS relies on.

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
101 Minutes

Click link below to download power point presentation related to webinar

Paper
111 Slides

Medicare

NID2763
Navigating Medicare Annual Open Enrollment: Key Changes for 2025
Speaker Name: Melinda Caughill
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

In this webinar, Medicare expert Melinda Caughill educated both financial advisors and their clients on the significant changes to Medicare taking effect in 2025, just in time for the Medicare Annual Enrollment Period. This session provided critical insights into how these changes will impact Medicare beneficiaries and the strategies you need to know to optimize your healthcare coverage.

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
53 Minutes

Click link below to download power point presentation related to webinar

Paper
57 Slides

Retirement Savings and Income Planning

NID2755
Understanding the Final IRS Regulations of RMDs
Speaker Name: Denise Appleby
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

This in-depth webinar on the IRS's newly issued final regulations for Required Minimum Distributions (RMDs), integrates rules from both the Secure Act and Secure 2.0 Act. This webinar, led by Denise Appleby, a renowned expert in retirement planning, provided a comprehensive overview of the latest changes and their implications for retirement account holders and 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
51 Minutes

Click link below to download power point presentation related to webinar

Paper
38 Slides
NID2535
Session # 4: Common IRA Questions from Advisors
Speaker Name: Denise Applby
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

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.

Video
Presentation Video - 104 minutes
,

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.

Video
Q and A Video - 45 minutes

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

Paper
96 Slides
NID2513
Session # 3: Avoiding Tax Traps for Beneficiary Distributions
Speaker Name: Denise Applby
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

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.

Video
Presentation Video - 112 Minutes
,

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.

Video
Q and A Video - 26 Minutes

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

Paper
78 Slides

Divorce

NID2720
Navigating Retirement Plan Division in Divorce
Speaker Name: Diane Pappas
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

This webinar, led by Diane Pappas, CDFA and Certified QDRO Specialist™, explores critical pitfalls and strategies for dividing retirement assets during divorce settlements. Attendees will gain insights into handling qualified and nonqualified plans, addressing state pension complexities, and crafting effective language for accurate asset division.

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
63 Minutes

Click link below to download power point presentation related to webinar

Paper
24 Slides
NID2715
Leveraging Health Savings Accounts for Retirement Planning
Speaker Name: Roy Ramthan
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

Most people underestimate their health care needs in retirement, so developing a personalized savings strategy that includes health care needs is crucial for working Americans. A Health Savings Account is perfectly suited to fill in the gap because of its unparalleled tax savings.

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
50 Slides

Ethics and Regulations

NID2703
Ethics CE: CFP Board’s Revised Code of Standards - Revised 2024
Speaker Name: Thomas Duffy
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Ethics

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.

Video
109 Minutes

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

Paper
93 Slides
,

Click link below to download a supplement related to webinar. 

Paper
44 Pages