We appreciate your partnership, and as such, we provide access to a wide variety of continuing education courses for financial professionals. These courses offer CFP, CLU/ChFC, CIMA and (in most states) insurance credits.

We’ve highlighted some popular classes below, while courses on many other topics are also available.

Retirement Planning

Learn tools and techniques to help your clients with retirement planning. Topics include estimating retirement income needs, sources of retirement income, taxation, qualified and non-qualified plans, and retirement plan distribution options.

Intro to Gift & Estate Taxation

Learn about annuity taxation concepts, including estate tax calculations and strategies to minimize estate and gift taxes.

Long-Term Care Insurance

Get a sound understanding of the growing need for long-term care insurance, the basics on how it works and some common misperceptions.

529 Plans

Learn about 529 plans, including the variations in features, limits and options across states, so you can help your clients understand the role of these plans in a college savings portfolio.

Ethics for the Financial Service Professional

Explore the connection between professionalism and ethical practices, and learn the standards applied to professionals.

This material is provided for educational purposes only and is not intended to constitute “investment advice” or an investment recommendation within the meaning of federal, state, or local law. You are solely responsible for evaluating and acting upon the education and information contained in this material. BlackRock will not be liable for any direct or incidental loss resulting from applying any of the information obtained from these materials or from any other source mentioned. BlackRock does not render any legal, tax or accounting advice and the education and information contained in this material should not be construed as such. Please consult with a qualified professional for these types of advice.

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