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 March 22, 2022

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3:00 PM

03/22/2022 Key IRA Changes Made by the SECURE Act – Denise Appleby – Register here – Rebroadcast

March 22 @ 3:00 PM - 4:00 PM EDT

Save on CE Courses - Become a Subscriber The Setting Every Community Up for Retirement Enhancement (SECURE) Act has given us new rules relating to IRA distributions and contributions. Practitioners must understand how these changes affect their clients, so that they can help them plan accordingly. Some of these plans will necessitate revisiting and changing […]

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