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

Resource Millennials: Successfully Tapping into the Future of Your Practice

Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees and retain them as firm succession plans.

Resource 3 Keys to Grabbing CFOs' Attention

Hundreds of plan advisors are successfully gaining the attention of CFOs and securing appointments. Learn how with this short video.

Resource Fund Your Charitable Giving from Unexpected Sources

Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and lower their taxes, all at the same time.

Resource The Road to Building Your Practice Through Family Philanthropy

The charitable conversation is the perfect way to reach that next generation of clients. This short guide will show you how to engage your clients and their families in the conversation.

Resource SEC Escalates Need for Succession and Business Continuity Plans

Having a succession plan and ensuring the continuity of business--not only for the advisor, but for the clients they are charged with protecting--is an integral aspect in business of any kind.

Resource The Secret to Benefits Without Barriers

This complimentary report discusses those powerful benefits in detail along with a wide range of planning applications.

Resource Successful Ways to Mentor the Millennials

Secure the future of your business with customers from the largest generation in history.

Resource Nine Reasons for Becoming a Fee-Based Advisor

Consider the benefits of converting to a fee-based model, along with comparing it to a commission structure.

Resource Marketing to the Affluent Baby Boomer

Build your practice focusing on managing risk and solving for the four common dreams shared by the affluent baby boomers.

Resource Why Video Trumps Text

As an investment professional, video marketing can be a very powerful tool that you can utilize to enhance your practice.

Professional Library Regulatory Oversight of Investment Advisors

From The Investment Advisor’s Guide to Compliance

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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

Webcast Rethinking Longevity & Retirement

Mar 21, 2017

CE May 2017 CFP CE Test

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CE April 2017 CFP CE Test

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CE March 2017 CFP CE Test

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CE February 2017 CFP CE Test

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CE January 2017 CFP CE Test

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CE December 2016 CFP CE Test

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CE November 2016 CFP CE Test

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CE October 2016 CFP CE Test

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CE September 2016 CFP CE Test

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CE August 2016 CFP CE Test

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CE July 2016 CFP CE Test

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Professional Library

Books and Records Rule

From The Investment Advisor’s Guide to Compliance

CE

June 2016 CFP CE Test

Earn 1 hour of pre-approved CE credit.

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