 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 10.25.2025 Sat, Oct, 25 2025 09:00 AM ET Approved for CE Credit in Year: 2025 John Thompson CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 10.25.2025 Sat, Oct, 25 2025 11:30 AM ET Approved for CE Credit in Year: 2025 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | 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 Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | 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 Approved for CE Credit in Year: 2025 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 10.27.2025 Mon, Oct, 27 2025 02:00 PM ET Approved for CE Credit in Year: 2025 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | 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 Not CE Eligible | RegisterLearn More | |
 | Speak Up! Amplify Your Voice & Attract Ideal Clients. Tue, Oct, 28 2025 01:00 PM ET
Beth Fitzgerald + Holly Reimel, AdviserHer Consulting Not CE Eligible | 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 Eligible
CFP, CLU, ChFC, CPA, RICP, IAR, EA | RegisterLearn More | |
 | 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 Approved for CE Credit in Year: 2025 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | 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 Not CE Eligible | 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 Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | 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 Approved for CE Credit in Year: 2025 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.01.2025 Sat, Nov, 1 2025 09:00 AM ET Approved for CE Credit in Year: 2025 Michelle Atlas-Quinn, J.D., AdvisorLaw CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | How to Avoid The Top 10 Costly IRA Mistakes (2 IAR Products and Practices CE) - 11.01.2025 Sat, Nov, 1 2025 11:30 AM ET
Denise Appleby, MJ, CISP, CRC, CRPS, CRSP, APA CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.03.2025 Mon, Nov, 3 2025 09:00 AM ET Approved for CE Credit in Year: 2025 Kristy Kennedy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | The Mortgage & Credit Playbook: A Dual Approach to Unlocking Wealth at Every Stage of Life (2 IAR P and P CE) - 11.03.2025 Mon, Nov, 3 2025 11:30 AM ET Approved for CE Credit in Year: 2025 John Thompson CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.03.2025 Mon, Nov, 3 2025 02:00 PM ET Approved for CE Credit in Year: 2025 Dale Krause CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Insights for Financial Advisors Considering Succession, Sale, or Growth through M&A. Tue, Nov, 4 2025 12:00 PM ET
Multiple Not CE Eligible | RegisterLearn More | |
 | New Features in 529 Plans + Insights on the Trump Account Wed, Nov, 5 2025 01:00 PM ET
Scott Morrison, Saving for College CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | What Financial Advisors and Their Clients Need to Know About Medicare Open Enrollment Thu, Nov, 6 2025 01:00 PM ET
Melinda Caughill, Medicare Expert, i65 Incorporated CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |