Leave the BlackRock site for Advisors to explore other content

I manage my money myself.

I consult or invest on behalf of a financial institution.

I want to learn more about BlackRock.

Americas Offshore Australia Austria Belgium Brazil Canada Chile China Offshore - 中国境内 China Onshore - 中国境外 Colombia Denmark Dubai (IFC) Finland France Germany Hong Kong - 香港 Hungary Israel Italy Japan - 日本 Korea - 한국 Luxembourg México Netherlands Norway Poland Portugal Saudi Arabia Singapore South Africa Spain Sweden Switzerland Taiwan - 台灣 United Kingdom United States Location not listed

Welcome to the BlackRock site for advisors

To reach a different BlackRock site directly, please update your user type.

Welcome to the BlackRock site for advisors

To reach a different BlackRock site directly, please update your user type.

My Hub
Investments
Insights
Practice Management
Tools
Resources
About Us
Sign In
Advisors
United States
Change location
BlackRock
iShares
Aladdin
Our company

My Hub

Investments

PRODUCTS

iShares ETFs
Mutual funds
Model portfolios
SMAs
Closed-end funds
529 plans
LifePath funds
Variable insurance funds
View all funds

ASSET CLASS

Equity
Fixed income
Multi-asset
Alternatives
Digital assets
Cash

BLACKROCK'S BEST IDEAS

Invest for after-tax returns
Bond strategies for today
Latest portfolio allocations
Strategies for navigating volatility
Explore private markets

Insights

INSIGHTS HUB

Latest insights
Podcasts
Videos & webinars

PUBLICATIONS

Weekly market commentary
Student of the Market
Advisor Outlook

Practice Management

BUSINESS DEVELOPMENT

Growth strategies
The high-net-worth opportunity
Earn CE credits
RIA resource center
View all resources

CLIENT ENGAGEMENT

Client acquisition
Behavioral finance
Investing 101
Conversation starters
View all resources

RETIREMENT

Grow your retirement plan business
Engage plan participants
Incorporate Social Security
View all retirement resource

Tools

BUILD & EVALUATE PORTFOLIOS

360° Evaluator
Investment Quality
Model Evaluator
iBonds® Ladder Tool
Correlation Tool

ENHANCE CLIENT CONVERSATIONS

Scenario Tester
Tax Evaluator
Social Security Benefits Estimator
iRetire®

QUICK LINKS

My Portfolios
Tips to get started
View all tools

SPOTLIGHT

Black Diamond, Orion, Schwab

You can now easily import accounts into 360⁰ Evaluator.

Analyze now

Resources

SERVICE SUPPORT

Literature
Tax information
Forms & applications
Share classes & loads
Account access

About Us

WHO WE ARE

About BlackRock
About Advisor Center
Corporate sustainability
Investment stewardship
BlackRock retirement

Advisors

Individuals
Institutions
General Public

United States

Change location

Americas Offshore
Australia
Austria
Belgium
Brazil
Canada
Chile
China Offshore - 中国境内
China Onshore - 中国境外
Colombia
Denmark
Dubai (IFC)
Finland
France
Germany
Hong Kong - 香港
Hungary
Israel
Italy
Japan - 日本
Korea - 한국
Luxembourg
México
Netherlands
Norway
Poland
Portugal
Saudi Arabia
Singapore
South Africa
Spain
Sweden
Switzerland
Taiwan - 台灣
United Kingdom
United States
Location not listed

BlackRock

iShares

Aladdin

Our company

RESET

Lightbulb in metal fixture against black background

Earn CE credits

We’re here to support you in growing your business and helping your clients build better financial futures. Explore our Continuing Education (CE) courses and actionable resources on today’s key topics.

Practice management
Client engagement
Markets & portfolios

Featured CE credit courses

PRACTICE MANAGEMENT

Earn tomorrow’s clients

Watch & answer for CE credits Watch & answer for CE credits

MARKETS & PORTFOLIOS

In the know: September 2024 outlook

Watch & answer for CE credits Watch & answer for CE credits

CLIENT ENGAGEMENT

Engaging women investors

Watch & answer for CE credits Watch & answer for CE credits

All CE credit courses

Practice management CE credits

The growth formula

Increase your business’s growth trajectory by applying best practices from successful advisors to manage the demands on your time and dedicate more time to clients. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

Related resources

Growth strategies & best practices Growth strategies & best practices

Become a digital-first advisor Become a digital-first advisor

BlackRock Business Consulting BlackRock Business Consulting

NON-CE COURSE

Attract more clients with your unique story

Learn how to craft your unique and authentic story that shows clients the real you and what makes you different from other advisors.

Watch now Watch now

NON-CE COURSE

Create a high-impact social media strategy

Learn how to determine the highest-impact social media platform for your business, source high-quality content to feed your channels and best engage on each of the different platforms.

Watch now Watch now

NON-CE COURSE

Communicate proactively for M&A success

Learn how to use clear, consistent, and empathetic communication to inspire trust within your team and reassure clients during times of change.

Watch now Watch now

Earn tomorrow’s clients

Investor demographics are changing. Explore characteristics of key investor communities and best practices around engaging tomorrow’s clients. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

Related resources

Earn tomorrow’s clients Earn tomorrow’s clients

Investing basics Investing basics

Health & wealth Health & wealth

Certificate programs by Willow Willow Certificate programs

Client acquisition & engagement CE credits

Transform Social Security into a winning retirement strategy

Understand collection basics to help your clients maximize their benefits while boosting loyalty and increasing referrals. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

Related resources

Incorporate Social Security to grow Incorporate Social Security to grow

Social Security benefits estimator Social Security benefits estimator

Social Security advisor guide Social Security advisor guide

Engaging women investors

Understand the unique investing needs and challenges that women face to help build trusted relationships and grow your practice. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

Related resources

Empower women Empower women

BlackRock Model Portfolios for Women BlackRock Model Portfolios for Women

How to engage women investors guide How to engage women investors guide

Certificate programs by Willow Willow Certificate programs

Markets & portfolios CE credits

In the know: September 2024 outlook

Hear our experts discuss market perspectives and portfolio strategies amid speculation of rate cuts, tax season and the U.S. elections. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

Related resources

Insights Hub Insights Hub

BlackRock Investment Institute BlackRock Investment Institute

Advisor Outlook Advisor Outlook

Tax foundations

Optimizing after-tax returns can help investors keep more of what they earn. Learn why managing taxes matters and how to adapt your investment process. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA (Tax & Reg), CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

Related resources

Advisor Tax Center Advisor Tax Center

Tax Evaluator Tool Tax Evaluator Tool

NON-CE COURSE

Portfolio construction

A streamlined approach to managing client portfolios can help you grow your practice and help your clients invest with confidence. Learn about our four-step process to building and managing client portfolios.

Watch now Watch now

Related resources

360 Evaluator tool 360 Evaluator tool

Unlock time in your investment process worksheet Unlock time in your investment process worksheet

Four steps to build a benchmark worksheet Four steps to build a benchmark worksheet

Alternatives: Think beyond 60/40

Alternative investments like private equity and credit can play a valuable role in today’s market. Learn why and how to allocate to alternatives in client portfolios. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

Related resources

BlackRock Alternatives BlackRock Alternatives

Expected Return Analyzer Expected Return Analyzer

Private markets for advisors Private markets for advisors

BlackRock Wealth Academy

Explore additional courses on key wealth themes and concepts driving today’s markets.

Get started Get started

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit our Corporate Website | Twitter | LinkedIn

Corporate

Fraud protection tips Fraud protection tips
Careers Careers
Newsroom Newsroom
Investor relations Investor relations
Contact us Contact us
Accessibility Accessibility

Legal

Terms & Conditions Terms & Conditions
Privacy Policy Privacy Policy
Business Continuity Business Continuity
FINRA BrokerCheck FINRA BrokerCheck
Rule 606 Disclosure Rule 606 Disclosure

You are now leaving BlackRock’s website

You are leaving BlackRock’s website and entering a third-party website that is not controlled, maintained, or monitored by BlackRock. BlackRock is not responsible for the content or availability of the third-party website. By leaving BlackRock’s website, you will be subject to the third-party website’s terms, policies and/or notices, including those related to privacy and security, as applicable. Please review such policies and notices on the third-party website.

Investing involves risks including possible loss of principal.

BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any results obtained from its use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal). The use of the tools is subject to the BlackRock Terms of Use.

The data collected through the tools is treated pursuant to BlackRock’s Data Promise.

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 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.

No part of this material may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, recording or otherwise, without the prior written consent of BlackRock.

Please note the materials referenced may not be approved by your firm. Please consult with your firm and your BlackRock representative to determine availability.

Prepared by BlackRock Investments, LLC, member FINRA.

© 2024 BlackRock, Inc. or its affiliates. All rights reserved. BLACKROCK, iRETIRE, ALADDIN, CoRI and iSHARES are trademarks of BlackRock, Inc. or its affiliates. All other marks are the property of their respective owners.

USRRMH1224U/S-4064089