 | New SEC AML Rule for Investment Adviser Reps and RIAs - (2 IAR Ethics CE) - 12.11.2025 Thu, Dec, 11 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 | |
 | When It Might Be a Complaint: What Every IAR Needs to Know (2 IAR Ethics CE) - 12.12.2025 Fri, Dec, 12 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 | |
 | Staying Compliant in 2025: Navigating Common Deficiencies & SEC Priorities (2 IAR Ethics CE) - 12.12.2025 Fri, Dec, 12 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 | |
 | What Clients Need to Know when Changing their Residency (2 Products and Practices IAR CE) - 12.13.2025 Sat, Dec, 13 2025 09:00 AM ET
Joseph Endres, Esq., Hodgson Russ 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) - 12.13.2025 Sat, Dec, 13 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 | |
 | Mastering the SEC Marketing Rule: What Every Investment Adviser Rep Needs to Know in 2025 (2 IAR Ethics CE) - 12.15.2025 Mon, Dec, 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 | |
 | Ethics CE: CFP Board’s Revised Code of Standards (2 IAR Ethics CE Credits) -12.15.2025 Mon, Dec, 15 2025 11:30 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) - 12.15.2025 Mon, Dec, 15 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 | |
 | The Four Buckets Framework: A Post-COVID Shift in Retirement Income Planning Tue, Dec, 16 2025 01:00 PM ET
Ethan Lohr, CFP, Lohr & Company CE Eligible
CFP, CLU, ChFC, CPA, RICP, EA | RegisterLearn More | |
 | Demystifying QLACs Thu, Dec, 18 2025 12:00 PM ET
Scott Witt, Actuary, Witt Actuarial services CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.18.2025 Thu, Dec, 18 2025 02:00 PM 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) - 12.19.2025 Fri, Dec, 19 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) - 12.19.2025 Fri, Dec, 19 2025 11:30 AM ET
Approved for CE Credit in Year: 2025 John Thompson 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) - 12.20.2025 Sat, Dec, 20 2025 09:00 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) -12.20.2025 Sat, Dec, 20 2025 11:30 AM ET
Tom Duffy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Mastering Medicaid Crisis Planning (2 IAR CE Products and Practices) - 12.22.2025 Mon, Dec, 22 2025 09:00 AM 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) - 12.22.2025 Mon, Dec, 22 2025 11:30 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) - 12.22.2025 Mon, Dec, 22 2025 02:00 PM ET
Approved for CE Credit in Year: 2025 Kristy Kennedy CE Eligible
CFP, CLU, ChFC, CPA, RICP, IAR | RegisterLearn More | |
 | Storm-Proofing Retirement: How to Integrate Coastal Risk Into Financial Plans Tue, Jan, 6 2026 01:00 PM ET
Christopher Jackson, CFP®, CPJ Financial CE Eligible
CFP, CLU, ChFC, RICP | RegisterLearn More | |
 | Selling Your Book of Business: Contracts, Privacy Laws, and the Movement of Client Data Wed, Jan, 14 2026 01:00 PM ET
Isaac Mamaysky, Esq., Potomac Law Group Not CE Eligible | RegisterLearn More | |
