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 October 2022

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Calendar of Events

Calendar of Events
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09/26/2022 Meeting the Challenges of Solo Aging – Register Here – Rebroadcast

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10/04/2022 Key IRA Changes Made by the SECURE Act – Denise Appleby – Register here – Rebroadcast

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10/12/2022 Maximizing Your Clients’ Social Security – Matthew Allen – Register here – Rebroadcast

10/13/2022 CFP Board Code of Ethics and Standards of Conduct – Darin Shebesta – Register here – Live Webinar

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10/20/2022 Title Coming Soon – Register Here – Live Webinar

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10/24/2022 Protecting Seniors from Identity Theft and Scams – Register Here – Rebroadcast

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11/01/2022 Advisor’s Guide to Medicare: Protect Your Client’s Healthcare Rights and Retirement Savings – Emily Gang – Register here – Rebroadcast

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