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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.

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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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Tax Planning

NID2009
What Clients Need To Know When Changing Their Residency
Speaker Name: Joe Endres
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

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.

Video
100 Minutes

Click link below to download the pdf related to webinar.

Paper
45 Slides
NID1939
The Pros and Cons of Using an S Corp.
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

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
NID1936
Tax Strategies for Upper-Middle Class Clients
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

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

Estate Planning

NID2008
What Financial Planners and CPAs should know about Trusts and Estates
Speaker Name: Bob Keebler
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

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.

Video
103 Minutes

Click link below to download the pdf related to webinar.

Paper
104 Slides

Tax Planning, Retirement Savings and Income Planning

NID2007
How To Avoid The Top 10 Costly IRA Mistakes
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Products and Practices

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.

Video
100 Minutes

Click link below to download the pdf related to webinar.

Paper
51 Slides

College Planning, Tax Planning

NID1955
529 Plan Tax Benefits and New Rules on Roth Conversions
CREDIT HOURS: 1.5
CE Credit Type
CFP®, CLU, ChFC, RICP

In this webinar, Larry Pon, CPA explained how 529 college savings plans offer several tax-related benefits, from tax-deferred growth to tax-free withdrawals for qualified expenses to gifting opportunities (including Dynasty 529 plans). Now, with SECURE 2.0, there is an opportunity to rollover unused monies from a 529 plan to a Roth IRA.

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
75 Minutes

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

Paper
44 Slides
NID1952
How Financial Anxiety Impacts the Planner-Client relationship
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

In this webinar, Dr. McCoy described financial anxiety by differentiating financial anxiety from financial stress. Practitioners were provided with insights on how to reduce both financial anxiety and stress in themselves and 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
52 Minutes

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

Paper
38 Slides

Special Needs

NID1941
Special Needs Planning
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

Parents with special needs children have many challenges to address, to include how do they ensure their child receives adequate care for the long-term.

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 the power point presentation related to webinar.

Paper
48 Slides
,

Tax Planning, Estate Planning

NID1915
Wealth Transfer and Estate Planning Strategies for Clients with Large IRAs
CREDIT HOURS: 1
CE Credit Type
CFP®, CLU, ChFC, RICP

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