Products
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Self-Study Strategic Portfolio Manager October 2026 CE
Course5.0 average rating (1 review)Read an illustrated transcript optimized for CE and CPE.
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When Clients Don’t Implement Sound Financial Advice | Ethics IAR CE
Course4.5 average rating (2 reviews)Watch a 50-minute webinar replay or read a transcript optimized for CE for 1 CPE credit hour.
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2027 Investing Webinar/PDF for IAR CE; CFP CE, CPA CPE
CourseA 50-minute self-study replay or podcast, and a PDF optimized for CE of Fritz Meyer’s September 15, 2026 session on economic momentum, inflation, valuations, AI risk and bond yields.
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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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RIA Regulatory Update 2026 Ethics IAR CE — Self-Study: Read + Watch + Listen
Course5.0 average rating (5 reviews)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.