Enhance your knowledge
Earn CE credits

Enhance your knowledge

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.

Scale my business

Build your business for the future
Learn best practices to manage the demands on your time and grow your business for the future.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Build your business for the future

Transforming Social Security into a winning retirement strategy
It is important to understand Social Security benefits and the role they play in your clients’ retirement plans.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Transforming social security into a winning retirement strategy

Insights from RIA leaders

As part of our RIA leader lab series, top RIA owners and operators share their insights across M&A, organic growth, succession planning and building culture. CE Credit: AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
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M&A then and now (1 CE)
Learn the latest on the M&A marketplace as well as today’s main drivers of recruiting and transactions.
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The next competitive differentiator (1 CE)
Gain insights on attracting and retaining top talent and the importance of crafting a unique value proposition in the market.
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Maximizing optionality & learning from 2020 (1.5 CE)
In this two-part course we discuss best practices for building a scalable, successful firm to maximize long-term options as well as lessons learned from the pandemic.

Construct portfolios

Define your investment approach
Learn how our four-step process can help to streamline your approach in managing clients’ portfolio and grow your practice.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Define your investment approach

Re-thinking portfolios and client outcomes
Each year BlackRock partners with advisors on thousands of their models. We discuss our observations and insights in context of the road ahead, where lower returns and higher volatility are likely.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
The next leg of the journey

Is your portfolio upside down?
Explore the risk in portfolios today and the importance of downside protection. Learn how to avoid common mistakes.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Is your portfolio upside down

Supercharge your portfolios

Building Better Benchmarks
Step 1: Read “Building Better Benchmarks”
A benchmark sets the portfolio’s foundation and assures that it’s closely aligned with the objectives.
The Evolution of Blending
Step 2: Read “The Evolution of Blending”
Turn ‘active vs passive’ into ‘index, factors and alpha’ to seek better outcomes for your clients.
Megatrends: The forces shaping our future
Step 3: Read “Megatrends: The forces shaping our future”
A look at structural shifts in the global economy and how they affect our investment thinking.
Take the quiz to earn CE credit
Step 4: Take the quiz to earn CE credit
Credit Available: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Navigate markets & investments

In the know: May 2021 Market Outlook
Hear from our experts on the market dynamics and trends impacting advisor portfolios, as well as insights on the future of investing across opportunities in sustainable, technology and healthcare.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
In the know: 2021 Market Outlook

Megatrends: Automation, transportation and long-term trends
Our three-part course discusses how technological breakthroughs are reshaping industries, the future of transport and the impact of megatrends during coronavirus.
CE Credit: 1.5 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Megatrends: Automation, Transportation and Long-Term Trends