Skip to main content

Don't Wait: Purchase Your Pass for Our Inaugural Masterclass Program! LEARN MORE ->

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.

Search Online Courses for IAR and CFP Continuing Education
Credit type
Search Online Courses for IAR and CFP Continuing Education
CE Credit Designations and Licenses (field_ce_credit_designations_and)
Subject
Displaying 48 of 48Clear Filters

Life Insurance

Life Insurance and Estate Planning
Speaker Name: Lou Pierro, Esq. and Bob Vandy
Listener Ratings: N/A
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Life insurance provides unique solutions to fill voids in a financial and estate plan. When combined with trusts, cutting-edge strategies enable planners to take advantage of the historically low interest rates, enhanced tax exemptions and creative legal techniques to achieve amazingly favorable results.

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
55 Minutes

Click link below to download power point presentation related to webinar 

Paper
42 Slides

Social Security

Social Security Formulas, Taxes, Spousal Benefits And Long-Term Projections
Speaker Name: Kurt Czarnowski
CREDIT HOURS
CFP®, CLU, ChFC, RICP, CDFA
: 1

Former Social Security director Kurt Czarnowski provided a refresher on how Social security benefits are calculated, how they may be taxed and how spousal benefits (non-working spouse, divorce, survivor) work. 

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
30 Slides

Medicare

What Clients Should Consider when Buying OR Renewing a Medicare Plan
Speaker Name: Melinda Caughill
CREDIT HOURS
CFP®, CLU, ChFC, RICP, IAR, CDFA
: 1
Products and Practices (IAR)
: 1

This highly rated session features Medicare expert Melinda Caughill a phenomenal Medicare presentation. Melinda covered a lot of ground in this 75-minute session, with one of the best explanations I’ve heard on Medicare Advantage plans. 

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
96 Slides