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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.
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.
336012
C27559
Estate Planning
NID2904
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
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
333784
C27481
NID2904
Estate Planning Masterclass #3: Leveraging Trusts in Estate Planning
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
333784
C27481
NID2886
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
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 download power point presentation related to webinar
Paper
106 Slides
333785
C27480
NID2886
Estate Planning Masterclass #2: Advanced Wealth Transfer Strategies
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
Paper
106 Slides
333785
C27480
NID2851
Estate Planning Masterclass Session #1: Intro to Estate Planning
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
333782
C27479
NID2851
Estate Planning Masterclass Session #1: Intro to Estate Planning
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
333782
C27479
Ethics and Regulations
NID2703
Ethics CE: CFP Board’s Revised Code of Standards - Revised 2024 (Current in 2026)
Speaker Name: Thomas Duffy
CREDIT HOURS: 2
CE Credit Type
CFP®, CLU, ChFC, RICP, IAR
IAR Ethics
This program (Companion Guide here) fulfills the requirement for CFP Board approved Ethics CE.
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.
309034.
C82325
Retirement Savings and Income Planning
NID2535
Session # 4: Common IRA Questions from Advisors
Speaker Name: Denise Applby
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.
Click link below to download power point presentation related to webinar.
330391
C27292
