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

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

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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Advisor portfolio trends and the road ahead

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

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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Advisor Quarterly – Q1 2020