LIVE NASAA Approved IAR CE (C28421)

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

No-Assessment IAR, CFP, CIMA, CPA Credit

NASAA Approved IAR CE (C28421) 

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

This on demand class for IARs and professionals shows how to use AI responsibly to accomplish common tasks. 

Instructor Craig Turner has taught 2,000 organizations about AI since 2022. He teaches this course quarterly.  

Among the lessons in this 50-minute class, you are shown how to:   

  • Shift from creating AI prompts to repeatable systems. Learn how advisors reduce recurring work through deliberate AI design.
  • Identify tasks AI should partially remove from workflows. Focus on reclaiming time without eliminating professional judgment.
  • Apply the task-process-system-leverage framework. Translate daily advisor work into scalable, repeatable operational systems.
  • Design AI tools to eliminate low-value administrative work. Free advisor capacity for client and prospect engagement.
  • Evaluate AI time savings using advisor ROI logic. Link reclaimed time directly to business growth opportunities.
  • Use AI for client communication preparation, not advice. Support meetings, explanations, and follow-up without recommendations.
  • Build ethical guardrails directly into AI instructions. Prevent compliance issues by embedding boundaries upfront.
  • Recognize AI as an information intermediary for clients. Prepare for client questions shaped by AI-generated responses.
  • Adopt clear, repeatable prompting over creative prompting. Treat AI like a machine rather than a creative collaborator.
  • Design advisor systems once and improve them over time. Shift from experimentation toward durable, reusable workflows.

Craig Turner answers advisor questions live. 

Live participation replaces testing.

This class is part of a CE plan enabling IARs to complete the 12-credit NASAA IAR CE requirements over six months in 12 live classes.

Authoritative sources. 

Detailed handouts and a reusable toolkit show 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 Approved
 346225
IWI / CIMA Approved
 26A4AI005
NASAA Approved C28421 
NASBA Approved
 -
Approved – Course has been fully approved
Pending Review – Submitted and awaiting review
To Be Submitted – Not yet submitted
Not Approved – Course is not approved for CE

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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Instructor(s)

Craig Turner

Instructor, Artificial Intelligence

Craig Turner is a nationally recognized AI educator, speaker, and consultant who has trained over 900 organizations on integrating artificial intelligence into real-world business operations. As founder of Momentum and co-founder of Momentum AI, Craig specializes in helping chambers of commerce, small businesses, nonprofits, and financial professionals harness AI as a strategic tool — not a shortcut. His practical, engaging approach to teaching demystifies AI by focusing on usable data, ethical implementation, and scalable productivity enhancements. In addition to his consulting work, Craig serves as the interim executive for the Niagara USA Chamber of Commerce, giving him hands-on experience in operational leadership and economic development. A passionate advocate for responsible innovation, he routinely speaks to professional audiences across the country, showcasing live demonstrations and use cases in tools like ChatGPT, Canva, and custom-built GPTs. Craig’s career path into AI began unexpectedly. Craig was a newspaper reporter before he became a business owner and novelist. In 2021, Craig wrote a political thriller imagining an AI generated character running for public office. He soon realized he’d become an AI strategist himself. His commitment to staying ahead of the curve — and helping others do the same — is evident in his philosophy: AI is not about getting things off your plate; it’s about doing everything better. Craig actively shares insights on LinkedIn, encouraging professionals to connect, not just follow, and continue learning beyond the classroom.