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Earn CE credits, track progress, and meet your goals.

Resource Focus on Active vs. Passive

This collection of articles from IMCA's Investments & Wealth Monitor focus on after-tax returns of active and passive funds, choices in active and passive, and a factor analysis of passive and fundamental index investing.

Resource White Paper: The Hybrid RIA Advantage

Combined fee-based and commission-based businesses are on the rise. See how this adaptable model offers flexibility, while helping you maximize opportunities with access to a broad array of investment products.

Resource Commit To Building A Great Succession Plan Today

In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.

Resource re-thinking risk: the new alpha rules

New investor attitudes toward risk call for a new approach by advisers. Download this whitepaper to discover financial options you might have ignored in the past.

Resource Find the education program that best suits your needs!

This 4-question tool is designed to help you discover the path to a financial planning credential that can take your career to the next level. Depending on your answers, you may have several options or a single program that is a perfect fit for your individual needs.

Resource 5 Up-Market Tactics To Help Improve Your Efficiency And Profitability

Learn the 5 essential tactics you can implement now to help strengthen your practice's position for future market swings.

Resource Download Embracing The Social Network

To learn what social media experts in the industry do differently, and how you can apply these principles to your practice, download LPL's white paper, Embracing the Social Network.

Resource RIA Technology Integration: The True Opportunity Cost of Inefficiency

Examine the impact that integrated technology and outsourcing can have on an RIA's operational efficiency and ability to compete in today's marketplace.

Resource Get The Most From Your Practice

Finding the right balance between your personal and professional life is essential at finding individual happiness and business success. Download our latest white paper on life management and see how balanced your practice is.

Resource 165 Bright Ideas For Building Business eBook

Filled with ideas to help you with client events, marketing concepts and practice management: this eBook will get you thinking out of the box!

Resource 5 Steps for a Smooth Transition

To learn what advisors and industry consultants identify as the key steps to a successful move, download our white paper, Changing Firms: Five Steps For a Smooth Transition.

Resource Paperwork Mistakes: 7 Ways to Stop Losing Money on NIGO

Learn the high cost of not-in-good-order paperwork and how to avoid it. There's even more at stake than you may realize.

Event FPA NorCal Conference

May 26, 2015- May 27, 2015 | Palace Hotel, San Francisco, CA

Event Pershing INSITE 2015

June 03, 2015- June 05, 2015 | Hyatt Regency Orlando, Orlando, FL

Event FPA NexGen Gathering

June 19, 2015- June 21, 2015 | The University of Texas at Dallas, Richardson, TX

Event Morningstar® Investment Conference

June 24, 2015- June 26, 2015 | McCormick Place, Chicago, IL

Professional Library Regulatory Oversight of Investment Advisors

From The Investment Advisor’s Guide to Compliance

Professional Library Selected Provisions of the American Taxpayer Relief Act of 2012

From 2013 Tax Facts

Professional Library Advertising Advisor Services and Credentials

From The Investment Advisor’s Guide to Compliance

Professional Library Agency and Principal Transactions

From The Investment Advisor’s Guide to Compliance

Professional Library Anti-Fraud Provisions of the Investment Advisers Act

From The Investment Advisor’s Guide to Compliance

Professional Library Best Practices for Working with Senior Investors

From The Investment Advisor’s Guide to Compliance

Professional Library Books and Records Rule

From The Investment Advisor’s Guide to Compliance

Professional Library Health Insurance: Health and Medical Savings Accounts

From 2013 Tax Facts

Professional Library Long Term Care Insurance: Premiums

From 2013 Tax Facts

Professional Library Annuities: Variable Annuities

From 2013 Tax Facts

Professional Library Annuities: Estate Tax

From 2013 Tax Facts

Webcast The Great Asset Allocation Debate

May 07, 2015

CE May 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE April 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE March 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE February 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE January 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE December 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE November 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE October 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE September 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE August 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE July 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Professional Library

Cafeteria Plans

From 2013 Tax Facts

CE

June 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

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Franklin Templeton - Global Investing Insights

The world has gotten smaller, and advisors in the U.S. are more aware than ever of how economic and political events overseas impact their portfolios.

Visit Global Investing Insights for actionable insights to help you make better global investment decisions.

Read more now