Products
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Tariff Truce, Fritz Meyer, CFP CE, IAR CE, CPA CPE
CourseTariff CPA CPE, CFP CE, CIMA CE, and IAR CE, explaining economic data and financial outlook changes caused by tariffs imposed through mid-April 2025. Timely, comprehensive analysis of current U.S. economic and financial markets from Fritz Meyer
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Maximum Retirement Portfolio Withdrawal Rate Planning
CourseIf the 4% "safe" retirement portfolio withdrawal rate is gospel to you, here's a high-quality IAR CE analyzing 25-year retirement scenarios and portfolio longevity, delivering data-backed insights for optimizing diversified, low-expense portfolios.
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Financial Advising When “The Sky Is Falling”
CourseEarn CFP CE credit as well as CPA CPE and IAR CE, while strengthening skills in communication, emotional intelligence, and client-relationship management, ensuring you provide exceptional guidance, while meeting continuing education requirements.
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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.
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Tax Planning For Byrd Rule & TCJA Sunset 2026
CourseThe Byrd Rule's effect on the Tax Cuts and Jobs Act, and tax law changes to expect following the 2024 election, along with their impact on planning strategies, are examined in this 1.5-credit class.
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Raising Children in a Wealthy Community, 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.