Skip to main content
Search Online Courses for IAR and CFP Continuing Education

Filter By:

Credit Type
Subject
Displaying 30 of 38Clear Filters

Charitable Giving

IMMEDIATE Tax Savings from Future Annual Charitable Gifts – NOW is the Time to Take a Closer Look at the “iCLAT”
Speaker Name: Brad Gornto, Esq., LL.M and Sam Landman, Esq.
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

The sole purpose and objective of an iCLAT is simple. . . TO GENERATE A LARGE IMMEDIATE CHARITABLE INCOME TAX DEDUCTION IN THE CURRENT YEAR, which is based on your clients’ future annual gifts to charity.

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
44 Minutes

Click link below to download power point presentation related to webinar 

Paper
35 Slides

Retirement Income

Seeking Tax Alpha in Retirement Income
Speaker Name: Jim DiLellio, PhD, Pepperdine|Graziadio Business School
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

This webinar features the research of Professor Jim DiLellio that provides a framework to find an optimal decision for tax-efficient retirement income. By developing a model for income and capital gains tax with stock and bond investments in tax-deferred, tax-exempt, and taxable accounts, Professor DiLellio identifies three categories of retirees based on their income needs and net worth.

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 power point presentation related to webinar 

Paper
19 Slides

College Financial Aid

Understand the True Cost Of College and How To Pay For It
Speaker Name: Mark Salisbury and Joe Messinger, CFP
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

This session features college financial aid expert Dr.

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
39 Slides

Settlement Planning

The Art & Science of Settlement Planning
Speaker Name: Joseph Di Gangi, CFP
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Personal Injury, Sexual Harassment, and Divorce settlements are very specialized areas where you as a planner can either shine or fail miserably. In this self-study, Joe Di Gangi, CFP and settlement specialist, discusses the inner workings, options, potential land mines and insightful ways to help clients with specific settlement planning needs.

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
49 Minutes

Click link below to download power point presentation related to webinar

Paper
25 Slides

Annuities

Cutting through the Complexity of Structured Annuities
Speaker Name: Scott Stolz, Simon Markets
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Structured Annuity sales were up 40% in 2020 and are on track for a similar increase in 2021.

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
44 Minutes

Click link below to download power point presentation related to webinar

Paper
34 Slides

Tax Planning

Tax-Efficient Special Needs Planning
Speaker Name: Stephen Dale
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

With the number of children receiving special education services in schools across the country increasing, the demand for financial planning professionals to have an understanding of Special Needs Financial Planning is growing.  This webinar is an introduction to complex special needs planning strategies, with an emphasis on what’s possible with Special Needs Trusts. 

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
58 Minutes

Click link below to download power point presentation related to webinar

Paper
62 Slides

Investing

Understanding Employee Stock Plans (RSU, ESOPs, ESPP) & Tax Implications
Speaker Name: Larry Pon
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Many employers offer employee stock plans as an incentive, but many clients have no idea of the value of the plans and their tax implications. Join CPA Larry Pon to learn how RSU, ESPP, and Stock Options work and how they may impact a client earnings.  

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
48 Slides
No Portfolio Is An Island
Speaker Name: David Blanchett
Listener Ratings: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

When building portfolios advisors commonly focus on the risk and return attributes of the investible asset opportunity set, primarily stocks and bonds.

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
45 Minutes

Click link below to download power point presentation related to webinar

Paper
75 Slides

Divorce

Divorce Mortgage Planning and Successful Divorces
Speaker Name: Jody Bruns
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Divorce Mortgage Planning is the process of evaluating mortgage options in the context of the overall financial objectives and helping divorcing homeowners make more informed decisions regarding their home equity solutions.

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
49 Minutes

Click link below to download power point presentation related to webinar

Paper
34 Slides

Annuities, Medicaid

Using Annuities to Accelerate Medicaid Eligibility
Speaker Name: Dale Krause, J.D. LL.M.
CREDIT HOURS
CFP®, CLU, ChFC, RICP
: 1

Have you ever encountered a senior client who was in need of long-term care but it was clearly too late for LTCI? Don’t turn those clients away—offer them a solution! You can use a specially-structured Single Premium Immediate Annuity to accelerate their eligibility for Medicaid to pay for long-term care. Plus, they get to save their assets in the process.

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
45 Slides