LIVE No-Assessment IAR, CFP, CIMA, CPA Credit

Wednesday, March 18, 2026, 4 p.m. ET

This one-credit class for IARs and professionals shows how to use AI responsibly to accomplish common tasks.

The class is part of a simple, low-cost CE plan enabling IARs to complete their 12 credit NASAA IAR CE requirements in six months in 12 live classes.   

The 10 learning objectives will be announced in the days just ahead. But you will leave this live class with a reusable toolkit and detailed handouts showing how to implement all learning objectives while meeting confidentiality, duty-of-care, and regulator-ready recordkeeping requirements.

To earn credit for live classes, CPAs must answer three unscored polls, and IARs must answer at least one of the three polls.

CE Submission & Approval Status

Organization Status Course ID
CFP Board Submitted
 -
IWI / CIMA Submitted -
NASAA Pending -
NASBA Submitted
 -
Approved – Course has been fully approved
Submitted – Submitted and awaiting review
Pending – Not yet submitted

Credit Requirements (Live Attendance)

To earn credit for a live class, CPAs must respond to three unscored polls, and IARs must respond to at least one poll during the program. No exam is required for live attendance.

Who Should Attend

IARs, CFP® professionals, EAs, CFAs, CPA financial planners, CPA/PFSs, CIMAs, CLUs, ChFCs, and other professionals seeking a deeper understanding of how economic conditions influence investment decisions and disciplined portfolio strategies.

Cost

Free to Advisors4Advisors members ($60/quarter)

CPE / CE Credit

  • Credit Hours: 1 hour

  • Field of Study: Economics

  • Course Level: Overview

Prerequisites

None

Advanced Preparation

None

Delivery Method

Group Internet-Based (Live webinar and on-demand replay)

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