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
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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
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Transforming social security into a winning retirement strategy

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
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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
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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
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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

Understand markets
& investments

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
Watch Video & Take Quiz Watch Video & Take Quiz
Megatrends: Automation, Transportation and Long-Term Trends