Products
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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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Key Variables In Retirement Portfolio Analysis, Craig Israelsen
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
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Navigating Economic Trends for Fiduciaries, On-Demand, Fritz Meyer
CourseFor CFPs, CPAs, and Investment Advisers Representatives who manage money professionally and act as fiduciaries, this class focuses financial professionals on insights into key economic trends and data that shape investment strategy.
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2025 Outlook, Webinar On-Demand, CFP, IAR, CPA CE/CPE
CourseThis CFP, IAR CE, CPA CPE webinar incisively reviews economic and market trends to inform investment strategy. Fritz Meyer covers inflation, Federal Reserve policy, consumer spending, GDP growth drivers, stock market earnings and valuation trends.
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Artificial Intelligence for Financial Advisors, September 2025
Course5.0 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.
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Financial Advisor Economic Update February 2026
CourseProducts Practice IAR CE NASAA Approved