All courses meet Certifed Retirement Counselor (CRC®), American College designations and RICP, College for Financial Planning CRPC, Investments and Wealth Institute RMA, ASPPA, and CFP® continuing education requirements, which means courses are also accepted by most other retirement-related designations.
Bi-monthly live CFP ethics CE webinars can be purchased separately. CFP CE webinars and rebroadcasts can be purchased to view on-demand, or save on CE by purchasing a 90-day or annual subscription.
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04/21/2022 Critical Rules for Moving Retirement Accounts: Transfers, Rollovers, Roth IRA, and In-plan Conversions – Register Here – Live Webinar
April 21 @ 2:00 PM - 3:00 PM EDT
Save on CE Courses – Become a Subscriber
One of the most inevitable transactions that will occur in a retirement account is movement of assets, whether between accounts at the same or different financial institutions, or between identical or different types of accounts.
CFP BOARD – CE Sponsor – Retirement Resource Center
This course is brought to you as a LIVE WEBINAR on Thursday, April 21, 2022 @ 2:00 PM – 3:00 PM EDT – no need to take the online quiz to receive CE when you attend the webinar! Or you may take this on-demand recorded webinar learning course at any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.
The course is $29 for non-subscribers or free for subscribers. Subscription includes this no-quiz rebroadcast webinar, and 50+ live, rebroadcast, and on-demand courses – 90 Days for $99 or 365 Days for $199. Become a Subscriber and save on CE.