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 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 To Be Submitted
IWI / CIMA To Be Submitted
NASAA Approved C28421 
NASBA To Be Submitted
 -
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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