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We know you are constantly thinking about new ways to grow your business, advance in your career, and hone your competitive edge. The Academy captures everything you need to move to the next level.
Most RecentCritical Steps to Take to Plan for Your Succession
Learn how advisors like yourself have approached this important life decision. Get specific steps and tangible action plan items now.
Most RecentNovember 2015 CFP CE Test
Most RecentUnderstanding Complexity of Recent Social Security Rule Changes
Due to the recent legislation changes to the rules and filing options for Social Security, determining a filing strategy for your clients is now even more complicated. This presentation breaks down and simplifies what the rule changes are, the implications on Social Security planning and how financial advisors can help clients with one of the most important decisions they face about their retirement.
Get access to premier resources including National Underwriter Advanced Markets and Tax Facts offer ing practical guidance and actionable information on a wide range of topics from a team of expert authors.Professional Library
Most RecentRegulatory Oversight of Investment Advisors
Although the regulatory environment is in a state of flux, it is imperative that RIAs adhere to their compliance obligations. To ensure compliance, RIAs and IARs must fully understand what those obligations are.