Products
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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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5 Slides To Show Retirees Amid Heightened Fears
CourseThis is not the first time fear shook investor confidence. Equip yourself with evidence to help risk averse investors maintain confidence.
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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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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.