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Enhance your knowledge & 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.

Featured courses


Scale my business

It’s a great time to be a great advisor
Learn best practices gleaned from highly successful advisors and how you can apply these concepts to your own business.
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
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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Construct portfolios

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 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
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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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Supercharge your portfolios

A benchmark sets the portfolio’s foundation and assures that it’s closely aligned with the objectives.
Turn ‘active vs passive’ into ‘index, factors and alpha’ to better deliver outcomes for your clients.
A look at structural shifts in the global economy and how they affect our investment thinking.

Understand markets
& investments

Advisor Quarterly – Q1 2020
Our experts discuss how to brace for near-term volatility while seeking long-term growth within a potentially polarizing U.S. election year.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
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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 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
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