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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.

Serving high-net-worth clients CE credits

The growing high-net-worth practice

Prepare your business to serve the needs of wealthier clients and the heirs of their forthcoming wealth transfer. 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
Attract and serve high-net-worth clients Attract and serve high-net-worth clients
Provide personalized services to high-net-worth clients Provide personalized services to high-net-worth clients
Structure your business for high-net-worth clients Structure your business for high-net-worth clients
High-Net-Worth Practice Playbook High-Net-Worth Practice Playbook
Vanilla Academy

Mastering estate planning conversations with new clients

Uncover what matters most to clients by leading effective discovery conversations that build trust and position you as their most trusted advisor. 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

Estate planning for business owners

Help business-owning clients plan for the future by applying strategies that address succession planning, buy-sell agreements, insurance funding, and advanced estate planning needs. 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

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

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
Engage women Engage women
BlackRock Model Portfolios for Women BlackRock Model Portfolios for Women
How to engage women investors guide How to engage women investors guide

Markets & portfolios CE credits

Bitcoin & Blockchain fundamentals

Digital assets are transforming finance. Learn how to explain bitcoin and blockchain technology to clients and understand what this emerging asset class means for investors. CE Credit: 1.0 CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Watch & answer for CE credits Watch & answer for CE credits
Related resources
Digital assets Digital assets
Role of Bitcoin in a portfolio Role of Bitcoin in a portfolio
Portfolio manager views Portfolio manager views