Products
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Fritz Meyer Economic Update, February 2025
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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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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Mastering Diversified Portfolio Strategies
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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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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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.