 | AI Note-Taking Tools for Financial Advisors: Insights from the Oasis Group's 2025 Report Presented by: John O'Connell, The Oasis Group | 12:00 PM Jun 30 2025 EDT | No | RegisterLearn More | | | |
 | Building a Portfolio of ‘Yes I Can’: Smart Nutrition & Fitness Strategies with Leslie Bonci Presented by: Leslie Bonci, MPH, RD, CSSD, LDN, | 12:00 PM Jul 01 2025 EDT | No | RegisterLearn More | | | |
 | Food Investments: Safe, Risky, and Unknown – Making Smarter Nutrition Choices with Leslie Bonci Presented by: Leslie Bonci, MPH, RD, CSSD, LDN, | 04:00 PM Jul 08 2025 EDT | No | RegisterLearn More | | | |
 | How To Leverage AI To Improve Client Conversations Presented by: Chris Heye, PhD, Whealthcare Solutions and Whealthcare Planning | 12:00 PM Jul 10 2025 EDT | No | RegisterLearn More | | | |
 | Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles Presented by: Michael Goldman, CFP®, MA, EP Wealth | 04:00 PM Jul 10 2025 EDT | No | RegisterLearn More | | | |
 | Protecting the Downside: How to Capture Equity Upside While Limiting Risk with Harry Mamaysky, Ph.D., QuantStreet Capital Presented by: Harry Mamaysky, Ph.D.,, QuantStreet Capital | 12:00 PM Jul 15 2025 EDT | No | RegisterLearn More | | | |
 | Ethics CE: CFP Board’s Revised Code of Standards (Eligible for 2 IAR Ethics CE Credits) - 07.17.2025 Presented by: Tom Duffy | 11:30 AM Jul 17 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 309034 | C26058 |
 | When It Might Be a Complaint: What Every Investment Adviser Rep Needs to Know Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 03:00 PM Jul 17 2025 EDT | YesCFP, CLU, ChFC, RICP, IAR | RegisterLearn More | | 336938 | C80722 |
 | Common Compliance Deficiencies for Investment Adviser Representatives (Approved for 2 IAR Ethics CE) - 07.18.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 09:00 AM Jul 18 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333519 | C26786 |
 | Ethics and Fiduciary Duties in Investment Advisory (Approved for 2 IAR Ethics CE) - 07.18.2025 Presented by: Michelle Atlas-Quinn, J.D., AdvisorLaw | 11:30 AM Jul 18 2025 EDT | YesCFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | | 333520 | C26787 |
