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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Events for August 2022

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Calendar of Events

Calendar of Events
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08/01/2022 How to Make Your Clients’ Money Last Longer with Withdrawal Sequence Strategies – William Meyer – Register here – Rebroadcast

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08/10/2022 Age Wave: Meeting the Elder Planning Needs of Today’s Retiree – Register Here – Rebroadcast

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08/16/2022 Cryptocurrency Investments – What Financial Advisors and Planners Need Know to Avoid Legal Actions – Register Here – Live Webinar

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08/18/2022 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta – Register here – Live Webinar

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08/23/2022 Estimating the True Cost of Retirement – David Blanchett – Register here – Rebroadcast

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08/31/2022 Incorporating the Housing Asset in Retirement Income Planning – Shelley Girodano – Register here – Rebroadcast

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