Products
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Use AI to Clean Spreadsheets and Build Dashboards
CourseLive, hands-on workshop with Craig Turner on how to use AI to clean spreadsheets with data defects and how to build dashboards.
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2-Credit Portfolio Manager CPA CPE + Products-Practice IAR CE
Course5.0 average rating (1 review)Read a transcript optimized for CE, watch a 50-minute webinar, or listen to it; then, take a 20-question open book quiz.
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When Clients Don’t Implement Sound Financial Advice | Ethics IAR CE
CourseWatch a 50-minute webinar replay or read a transcript optimized for CE for 1 CPE credit hour.
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RIA Regulatory Update 2026 Ethics IAR CE — Self-Study: Read + Watch + Listen
Course5.0 average rating (1 review)Professional education: read the DOCE, stream the video, or listen to the podcast, then complete the required exercises and assessment for eligible CE/CPE credit.
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Strategic Investing Self-Study 2026 IAR CE
CourseWatch a 50-minute 60-slide presentation by an independent economist or read a transcript optimized for CE.
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Suddenly Accelerate RIA Productivity With Codex Reading-Only Self-Study CE
CourseNASAA-approved 1-credit Products and Practice IAR CE. Reading-only self-study with exercises and assessment approved for IAR CE, CIMA CE, CPWA CE, RMA CE and CPA CPE.