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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
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Displaying 36 of 62Clear Filters

Estate Planning

NID2951
Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
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

NID2951
Estate Planning Masterclass #5: Business Succession and Special Estate Planning Needs
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
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

NID2911
Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
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

NID2911
Estate Planning Masterclass #4: Tax Minimization Strategies in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
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

NID2904
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
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

NID2904
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
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

NID2886
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
Listener Ratings: N/A
Listener Comments: N/A
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
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

Mortgages, FICO Score

NID2907
The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

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.

NID2907
The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

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.

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