Courses containing Continuing Education (CE) credit
- Contains 3 Component(s), Includes Credits Includes a Live Web Event on 01/13/2022 at 12:00 PM (MST)
Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize.
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- Non-member - $49
- Member - Free!
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- Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/09/2021 at 10:00 AM (MST)
This session will investigate how, Covid aside, current concerns — today’s labor shortage, for instance, immigration pressures, inflation, deficit spending, and Fed policy — have roots in this country’s great demographic problem of an aging population.
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- Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/03/2021 at 9:00 AM (MST)
We live in a world of endless meetings, emails, and constant cross-team dysfunction, duplication and delays.
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- Member - Free!
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- Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/02/2021 at 12:00 PM (MST)
This live rebroadcast satisfies the CFP Board Ethics CE requirement.
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- Non-member - $99
- Member - $59
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- Contains 2 Component(s), Includes Credits
Self-study exam based on the Journal of Financial Planning, December 2021 Issue
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- Non-member - $49
- Member - Free!
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- Contains 3 Component(s), Includes Credits Recorded On: 11/17/2021
What impact do you think family caregiving has on your clients? On their finances? How are you, as their advisor, addressing the Aging Nation and Family Caregiver Crisis?
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- Non-member - $49
- Member - Free!
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- Contains 4 Component(s), Includes Credits
Deciding whether to make Roth or pretax retirement contributions can be challenging for late-career workers.
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- Member - Free!
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- Contains 3 Component(s), Includes Credits Recorded On: 11/15/2021
NEWS FLASH This may be coming to your state!
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- Non-member - Free!
- Member - Free!
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- Contains 4 Component(s), Includes Credits
Providing Medicare guidance can be a huge value-add to your clients, and differentiate you in a crowded marketplace.
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- Member - Free!
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- Contains 2 Component(s), Includes Credits
Self-study exam based on the Journal of Financial Planning, November 2021 Issue
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- Non-member - $49
- Member - Free!
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