Products
-
AI Workflow Design for Financial Advisors CE On-Demand
Course5.0 average rating (1 review)NASAA Approved Professional Responsibility IAR CE
-
Financial Advisor Economic Update February 2026
CourseProducts Practice IAR CE NASAA Approved
-
Live: NASAA Preemption Risk Explained In IAR Ethics CE Class
CourseLIVE IAR CFP CIMA CPA credit. No exam.
-
Professional Responsibility IAR CE: Get Through To Clients
CourseOn demand learning about using persuasion techniques to fulfill your fiduciary obligations.
-
Long Run Analysis for IAR CE; January 2026, Fritz Meyer
Course5.0 average rating (1 review)Recorded live Tuesday, Jan 13, 2026, 4 p.m. ET
-
Economic Update For Investment Fiduciaries. March 2026, Fritz Meyer Live
CourseThis class is part of an ALL-LIVE 2026 IAR CE bundle fulfilling all 2026 IAR CE requirements in Q1-Q2 in 12-LIVE classes. Free to members, you can make up missed live classes on demand. LIVE CFP CIMA CPA credit.