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ribbon CE Center

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

Resource Show Me The Money

Learn how access to financing affects advisors' plans for business succession. Download the white paper now!

Resource Risk Management for Hedge Fund Allocators

Stop Looking Back: A Forward-Looking Approach to International Equity Risk Allocation

Resource Four Pillars for Your Practice

Discover steps you can take to help strengthen the foundation of your practice. Gain access to Wells Fargo Advantage Funds' guide, with four pillars that can help you uncover opportunities for your clients as you help them navigate changing markets.

Resource Rethinking The 4% Rule

This exclusive white paper, "the new alpha rules-revisiting withdrawal rates", discusses creating sustainable withdrawal rates in retirement with or without the 4% rule.

Resource Selling Through Others: 4 Best Practices from Top TAMPs

Get detailed advice from top-performing RIAs on how selling through others can help drive exponential AUM growth.

Resource Customize Your Practice, Shape Your Success

To discover how LPL can help you create your own vision of success, download Customize Your Practice, Shape Your Success.

Resource Hiring A Junior Advisor - Made Simple

You can do it all - if you had a 50-hour day. Until there is one, hiring a junior advisor may be what you need to get things done.

Resource INSTANT ACCESS: 2015 Annual Limits relating to Financial Planning

The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's top financial advisors.

Resource Six Ways Financial Advisors Can Benefit From The Coming Boom In Robo-Advice Assets

Learn how offering diversified investment services, such as advice regarding hard Alternative assets, can increase your value in a way that online portals will never be able to duplicate.

Resource Adjusting to a Generational Shift

As advisors prepare for the biggest transfer of wealth in history, developing a change strategy will enable the advisor to successfully adapt to the generational shift. Download this white paper to learn more now!

Resource The Right Partner Can Help You Make The Right Decisions

Whether you're a financial advisor changing firms or an RIA seeking a new custodian, you're in good company. Yet, it takes more than being in good company to select the right partner for your needs.

Resource Investment Management Consultants Association Top 3 Articles of 2014

The top articles from the 2014 issues of IMCA's Investments & Wealth Monitor demonstrate the range and depth of content IMCA has become well known for providing. Articles focus on what makes a highly successful advisor, active versus passive for the taxable investor, and behavioral finance.

Event Morningstar Institutional Conference

March 05, 2015- March 06, 2015 | JW Marriott Desert Ridge Resort & Spa, Phoenix, AZ

Event FPA Retreat 2015

April 20, 2015- April 23, 2015 | Château Élan, Braselton, GA

Event IMCA 2015 Annual Conference

April 26, 2015- April 29, 2015 | ARIA Las Vegas, Las Vegas, NV

Event NAPFA Annual Spring Conference

May 12, 2015- May 15, 2015 | Grand Hyatt , San Diego, CA

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

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.

CE June 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE May 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE April 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Professional Library

Cafeteria Plans

From 2013 Tax Facts

CE

March 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

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