 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.27.2025 Mon, Oct, 27 2025 09:00 AM ET Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 309034N | C26058N |
 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 10.27.2025 Mon, Oct, 27 2025 11:30 AM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336934 | C27484 |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.27.2025 Mon, Oct, 27 2025 02:00 PM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336937 | C80721 |
 | Financial Experts Update: New Courses + Website Changes + New CE Credits + NEW Referral Program Mon, Oct, 27 2025 04:00 PM ET Tom Dickson, Financial Experts Network No CE Credits available | RegisterLearn More | | | |
 | Speak Up! Amplify Your Voice & Attract Ideal Clients. Tue, Oct, 28 2025 01:00 PM ET Beth Fitzgerald + Holly Reimel, AdviserHer Consulting No CE Credits available | RegisterLearn More | | | |
 | Roth Conversions vs. Early Withdrawals: Finding the Optimal Path to After-Tax Retirement Income Wed, Oct, 29 2025 04:00 PM ET Jim DiLelllio, Pepperdine University CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR, EA | RegisterLearn More | | 342651 | |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 10.30.2025 Thu, Oct, 30 2025 09:00 AM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336939 | C27594 |
 | CFP® vs. EA — Understanding the Distinct Roles in Financial and Tax Planning Thu, Oct, 30 2025 01:00 PM ET Adam Scherer, MS, CFP®, EA, Greenbeat Financial | The Boston Institute of Finance No CE Credits available | RegisterLearn More | | | |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -10.31.2025 Fri, Oct, 31 2025 09:00 AM ET Tom Duffy CE Credits: CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 309034N | C26058N |
 | When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.31.2025 Fri, Oct, 31 2025 11:30 AM ET Michelle Atlas-Quinn, J.D., AdvisorLaw CE Credits: CFP, CLU, ChFC, CPA, RICP, IARApproved for CE Credit in Year: 2025 | RegisterLearn More | | 336938 | C80722 |
