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.
Events for April 21, 2022 › 1.0 hr CE
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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
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 […]Find out more »