Products
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AI for Financial Advisors Ethics IAR CE On-Demand
Course4.5 average rating (2 reviews)Artificial Intelligence CE for CFPs, IARs and CPA CPE is must-see CE. Loaded with practical knowledge to revolutionize your productivity, Take this class for credit anytime.
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Best CE On Client Personality & Compatibility
CourseBest CE to decode investor behavior and client compatibility. Ethics IAR CE. A 4.9-star rating and rave reviews.
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Low-Expense Portfolio Management For Professionals
CourseIf you run a fee-only fiduciary practice or aspire to do so, this is “must see CE/CPE.”
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Ethics IAR CE On Self-Directed IRAs On-Demand
Course5.0 average rating (1 review)IAR CE training in the knowledge to guide clients ethically on self-directed IRA alternative investments — a fraud-ridden, highly technical specialty where IAR CE adds huge value to clients.
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The Fiduciary Era Of Life Insurance, Steven Zeiger
CourseThe fiduciary era of life insurance began on February 1st, 2020, when NYS DFS Reg 187, the Suitability and Best Interests in Life Insurance and Annuity Transactions, became effective. Limit liability exposure in fulfilling your fiduciary obligations.
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Performance Advertising For IARs
CourseEthics IAR CE credit on using investment performance in advertising and market; tips and traps.