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 2022 › 1.0 hr CE

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Calendar of Events

Calendar of Events
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03/02/2022 Impact of Retirement Age Uncertainty on Retirement Outcomes – David Blanchett – Register here – Rebroadcast

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03/07/2022 Behavioral Finance: Why Do We Do the Things We Do – Michael Wilson – Register Here – Rebroadcast

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

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03/24/2022 Advance Planning for Clients with Health Savings Accounts (HSAs) and Medicare – Register Here – Live Webinar

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03/30/2022 Maximizing Your Clients’ Social Security – Matthew Allen – Register here – Rebroadcast

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