Courses containing Continuing Education (CE) credit
- Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/17/2024 at 12:00 PM (MDT)
Join Robbie Heeger, President and CEO of Endaoment, and Adam Blumberg, Co-Founder and President of Interaxis, for a deep dive into the future of tax savvy giving strategies for your clients.
-
Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/26/2024 at 12:00 PM (MDT)
Join us for an essential presentation tailored for financial advisors as we dissect the implications of the sunset provision looming over the estate tax landscape.
-
Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/22/2024 at 12:00 PM (MDT)
When it comes to college financial aid, much of the attention (especially this year) is on the Free Application for Federal Student Aid (FAFSA)
-
Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/15/2024 at 12:00 PM (MDT)
Artificial intelligence, machine learning, and data analytics are transforming the financial landscape.
-
Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- Product not yet rated Contains 2 Component(s), Includes Credits
Self-study exam based on the Journal of Financial Planning, May 2024 Issue
-
Register
- Non-member - $49
- Member - Free!
- More Information
-
Register
- Product not yet rated Contains 4 Component(s), Includes Credits
Retirement planning has traditionally excluded home equity; however, with seniors controlling over $13 Trillion in housing wealth, and planning for 20 years or more in retirement, now may be the time to consider how home equity can be a key component of a retirement plan.
-
Register
- Non-member - $49
- Member - Free!
- More Information
-
Register
- Product not yet rated Contains 4 Component(s), Includes Credits
A product agnostic, educational session on how to incorporate charitable planning into an advisor’s practice in order to deepen engagement with existing clients, attract new clients, and meet the growing client demand for strategic philanthropic solutions.
-
Register
- Non-member - $49
- Member - $29
- More Information
-
Register
- Product not yet rated Contains 4 Component(s), Includes Credits
SECURE Act updates have introduced significant changes to the college financial aid process in 2024 that will require new planning strategies for both parents and grandparents.
-
Register
- Non-member - $49
- Member - $29
- More Information
-
Register
- Product not yet rated Contains 4 Component(s), Includes Credits
This session will explore the unprecedented rapid rise in the 7520 rate in recent months
-
Register
- Non-member - Free!
- Member - Free!
- More Information
-
Register
- Contains 2 Component(s), Includes Credits
Self-study exam based on the Journal of Financial Planning, April 2024 Issue
-
Register
- Non-member - $49
- Member - Free!
- More Information
-
Register
Access Date | Quiz Result | Score | Actions |
---|