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Filter by CE: All . CFP® CE . IAR CE

Webinar Details
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
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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
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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
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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
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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
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Tom Dickson
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
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Beth and Holly
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
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Jim DiLellio
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
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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
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Adam
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
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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
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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
Register
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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
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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
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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
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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
Register
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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
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Josh
Insights for Financial Advisors Considering Succession, Sale, or Growth through M&A.
Tue, Nov, 4 2025 12:00 PM ET
Multiple
Not CE Eligible
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Scott Morrison
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
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Melinda Caughill
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
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