Products
-
Financial Advising Neurodivergence: Ethics IAR CE
CourseNeurodivergence is diagnosed in nearly 15% of the U.S. population and another 15% are undiagnosed. Learn how ADHD and autism affect client communications, client decision-making, and fiduciary duty.
-
Neurodivergence Advising In Practice
Course10 practice tips for advising neurodivergent individuals.
-
Professional Responsibility IAR CE: Get Through To Clients
CourseOn demand learning about using persuasion techniques to fulfill your fiduciary obligations.
-
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.
-
FOMO And Other Psychological Influences In Bull Markets, Frank Murtha
CourseThis IAR CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.
-
Raising Children in a Wealthy Community, Frank Murtha
CourseThis CE course is taught quarterly by Frank Murtha. Ph.D., and included with membership, which provides CE/CPE classes to CFP, CIMA, CPA practitioners about financial counseling.