 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 11.14.2025 Fri, Nov, 14 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 | |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.14.2025 Fri, Nov, 14 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) - 11.15.2025 Sat, Nov, 15 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 | |
 | Tax-Efficiency for Retirement Spending (2 IAR Products and Practices CE) - 11.15.2025 Sat, Nov, 15 2025 11:30 AM ET
Wade Pfau, PhD, CFA, RICP®, CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.17.2025 Mon, Nov, 17 2025 09:00 AM ET
Approved for CE Credit in Year: 2025 Dale Krause CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.17.2025 Mon, Nov, 17 2025 11:30 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) - 11.17.2025 Mon, Nov, 17 2025 02:00 PM ET
Approved for CE Credit in Year: 2025 John Thompson CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Unlock the Hidden Side of Your Clients’ Portfolios: Rental Properties Tue, Nov, 18 2025 01:00 PM ET
Dan Williams and Todd Swanson CE Eligible
CFP, CLU, ChFC, CPA, RICP | RegisterLearn More | |
 | Supercharging the 4% Rule: Retirement Income Insights with Bill Bengen Wed, Nov, 19 2025 01:00 PM ET
Bill Bengen, CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Year-End Tax Planning in 2025 Thu, Nov, 20 2025 12:00 PM ET
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 11.20.2025 Thu, Nov, 20 2025 02:00 PM ET
Approved for CE Credit in Year: 2025 Dale Krause 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) - 11.21.2025 Fri, Nov, 21 2025 09:00 AM ET
Approved for CE Credit in Year: 2025 John Thompson CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Navigating Senior Living...Understanding the Options (2 IAR Products and Practices CE) - 11.21.2025 Fri, Nov, 21 2025 11:30 AM ET
Approved for CE Credit in Year: 2025 Kristy Kennedy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.22.2025 Sat, Nov, 22 2025 09:00 AM ET
Tom Duffy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | What Financial Planners and CPAs should know about Trusts and Estates (2 IAR Products and Practices CE Elig) - 11.22.2025 Sat, Nov, 22 2025 11:30 AM ET
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -11.24.2025 Mon, Nov, 24 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) - 11.24.2025 Mon, Nov, 24 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 | |
 | Financial Support and Dementia Care Mon, Nov, 24 2025 12:00 PM ET
Denise Brown, Eric Jutkowitz, PhD, and Sandra Adams, CFP® CE Eligible
CFP, CLU, ChFC, CPA, RICP | RegisterLearn More | |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 11.24.2025 Mon, Nov, 24 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 | |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 11.28.2025 Fri, Nov, 28 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 | |
