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 CE credit courses
All CE credit courses
Practice management CE credits
The growth formula
Increase your business’s growth trajectory by applying best practices from successful advisors to manage the demands on your time and dedicate more time to clients.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Earn tomorrow’s clients
Investor demographics are changing. Explore characteristics of key investor communities and best practices around engaging tomorrow’s clients. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Client acquisition & engagement CE credits
Transform Social Security into a winning retirement strategy
Understand collection basics to help your clients maximize their benefits while boosting loyalty and increasing referrals.
CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Engaging women investors
Understand the unique investing needs and challenges that women face to help build trusted relationships and grow your practice. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
In the know: January 2024 outlook
Hear our experts discuss navigating a historically challenged market, and gain insight on the biggest areas of focus to prepare for tomorrow's clients. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
Tax foundations
Optimizing after-tax returns can help investors keep more of what they earn. Learn why managing taxes matters and how to adapt your investment process. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA (Tax & Reg), CLU/ChFC, CRC
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