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.
Featured courses
It’s a great time to be a great advisor
Learn best practices gleaned from some of the most successful advisors in the country and how you can apply these concepts to your own business.
CE Credit: 1.0 CIMA, CIMC, CPWA
Watch video (1 CE)
Watch video (1 CE)
CE Credit: 1.0 CIMA, CIMC, CPWA
Transforming Social Security into a winning retirement strategy
As the baby boomers continue to hit age 62, it is important to understand Social Security benefits and the role they play in your clients’ retirement plans.
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Watch video (1 CE)
Watch video (1 CE)
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Can we get there? Advisor portfolio trends and the road ahead
We reviewed thousands of portfolio models from your peers. You may be surprised by some of the things we observed.
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Watch video (1 CE)
Watch video (1 CE)
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Is your portfolio upside down?
Explore the risk in portfolios today and the importance of downside protection. Learn how to avoid common mistakes and communicate your value to clients.
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Watch video (1 CE)
Watch video (1 CE)
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Advisor Quarterly – Q3 2019
Our panel of experts discuss why an uncertain market environment can create opportunities for investors.
Watch video (1 CE)
Watch video (1 CE)
Defining factors
Learn the fundamentals of factors: what factor investing is, why it’s been rewarded over time, and how you can implement in your portfolio.
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Watch video (1 CE)
Watch video (1 CE)
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Building portfolios with fixed income ETFs
Learn about the rise of fixed income indexing, the mechanics of bond ETFs and the portfolio application of bond ETFs.
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
Watch video (1 CE)
Watch video (1 CE)
CE Credit: 1.0 CFP, CIMA, CIMC, CPWA
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