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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
CE Credit Designations and Licenses (field_ce_credit_designations_and)
Search Online Courses for IAR and CFP Continuing Education
Credit type
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Special Needs

NID3699
Unlocking the Power of ABLE Accounts: A Guide for Financial Advisors
Speaker Name: Kristin Carleton and Mary Morris
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

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. 

Divorce

NID3697
Pre- and Post-Divorce Planning_ What Every Advisor Should Know
Speaker Name: Rick Fingerman, CFP®, CDFA®, CCPS™, Janet Rhodes Friedman, CFP®, CDFA®, and John Thompson, CLA
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

This program equips financial advisors to guide clients through the financial, legal, and emotional complexities of divorce by addressing pre- and post-divorce planning, housing and retirement decisions, and coordinated strategies that support long-term financial stability.

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. 

Real Estate Investing

NID3696
Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties
Speaker Name: Dan Williams and Todd Swanson
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

A practical overview for financial advisors on evaluating rental properties using key performance metrics, risk analysis, and strategic modeling to turn undermanaged rentals into intentional investment decisions.

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. 

Medicare

NID3695
What Financial Advisors and Their Clients Need to Know About Medicare Open Enrollment
Speaker Name: Melinda Caughill
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

This program delivers a comprehensive update on 2026 Medicare Open Enrollment, highlighting key Part D and Medigap changes under the Inflation Reduction Act and equipping advisors with tools to help clients compare plans and reduce healthcare costs.

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. 

NID3694
Comparing Medicare Plans & Tips for Signing Up
Speaker Name: Melinda Caughill
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

This program guides financial advisors through the full Medicare enrollment process—covering timing, plan pathways, Medigap, Part D, IRMAA, and annual reviews—so they can help clients make informed, cost-effective Medicare decisions beyond simply picking a plan.

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. 

Social Security

NID3678
The Repeal of WEP and GPO - The Social Security Fairness Act
Speaker Name: Kurt Czarnowski
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

The Social Security Fairness Act significantly changed how Social Security benefits are calculated by eliminating the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP), impacting individuals with non-Social Security taxed pensions

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. 

Life Insurance, Tax Planning

NID3677
Understanding how Private Placement Life Insurance (PPLI) Wealth Transfer Strategies for the RIGHT Client
Speaker Name: Bob Chesner
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

This program explored how Private Placement Life Insurance (PPLI) empowered high-net-worth clients to achieve tax-free investment growth, retirement income, and wealth transfer. Led by Bob Chesner, CPA, the session examined the mechanics, benefits, and estate planning applications of PPLI through real-life comparisons and strategic planning insights.

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. 

Ethics and Regulations

NID3198
Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025
Speaker Name: Michelle Atlas Quinn
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, EA
IAR Ethics

This ethics-focused continuing education program examines the SEC’s Marketing Rule under the Investment Advisers Act, detailing what constitutes an advertisement, permissible statements, and requirements for using testimonials, endorsements, performance data, and third-party ratings, while addressing related recordkeeping, disclosure, and compliance practices to help advisers meet regulatory st

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.

Tax Planning

NID3197
Session 4 of Tax Planning Masterclass: Roth Conversion Planning and Charitable Gifting
Speaker Name: Bob Keebler
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR, EA
IAR Products and Practices

Premium Plus Content - $15 per credit for CFP Submittal and/or $15 per credit for IAR CE Submittal

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

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