Continuing Education Center
Earn CE credit with insights you will use
Featured
Stay ahead of market and industry trends with our latest insights and upcoming live webinars.
2026 Global Market Outlook
Minds, Machines and Market Shifts
Our T. Rowe Price experts analyzed the forces reshaping global markets in 2026. Learn how AI, fiscal policy, and shifting geopolitics create new growth opportunities and risks for investors. Find out which sectors and strategies can help you build resilient portfolios in a changing environment.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: November 20, 2025
Q4 '25 Asset Allocation Viewpoints
Balancing Act
Markets stand at a pivotal crossroads, where robust earnings and the promise of artificial intelligence-driven productivity balance the headwinds of a slowing economy and stretched valuations—all under the watchful eye of an accommodative Fed.
Our experts and special guest Adam Parker, CEO of Trivariate Research LP, discussed their outlook for the remainder of 2025, including what to watch for and tactical positioning insights.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: October 28, 2025
Exploring tax efficient strategies beyond investment and retirement planning
Incorporate tax efficient strategies for estate planning, charitable giving, 529 plans, and year-end planning into your quarterly client meetings, demonstrating the value you provide your clients throughout the year.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: August 20, 2025
Markets and investments
Access market outlooks that can help your clients thrive. Plus asset allocation updates, portfolio construction concepts, and more.
Q3 '25 Asset Allocation Viewpoints
AI Momentum and Tactical Asset Allocation
As we move into the second half of the year, investors will be watching how trade policies, fiscal spending, and the tailwinds of artificial intelligence (AI) unfold.
Our experts discussed challenges, opportunities, and portfolio positioning in this dynamic environment.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: July 22, 2025
Q2 '25 Asset Allocation Viewpoints
Shifting Momentum
The start of the year has seen shifts in markets, with the broadening gaining momentum as the "Magnificent Seven" underperformed and markets outside the U.S. led despite trade policy angst. Our experts joined together for a discussion on managing through the uncertainty and finding opportunities amidst signs of waning U.S. growth and boosted sentiment in Europe due to fiscal spending.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: April 29, 2025
Q1 '25 Asset Allocation Viewpoints
Views from David Giroux on Market Shifts
Optimism toward the U.S. has increased post-election. Is there still room for upside? Our panel of experts shared their cross-asset views on the outlook, where opportunities may lie, and potential risks facing investors amid geopolitical uncertainties and policy shifts.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: January 28, 2025
2025 Global Market Outlook
Investing During Transition
The world is undergoing transition at a pace and scale rarely seen before. Although this may seem daunting, we believe it will bring with it an opportunity set of a breadth and richness not seen since the aftermath of the global financial crisis. Our panel of experts reveal actionable insights on the themes shaping stock and bond markets.
CE credit: 1 hour
Eligible designations: CFP®, CMA®
Recorded on: November 21, 2024
Receive timely, dynamic perspectives to navigate ever-changing markets
Practice management
Keep your practice nimble with thoughtful research into demographic trends, retirement options, and investor concerns.
Exploring tax efficient strategies beyond investment and retirement planning
Incorporate tax efficient strategies for estate planning, charitable giving, 529 plans, and year-end planning into your quarterly client meetings, demonstrating the value you provide your clients throughout the year.CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: August 20, 2025
Modern Teaming: Unlock a better version of your practice
Discover how Modern Teaming can transform your practice by focusing on better client experiences and professional fulfillment. Learn how to go beyond adding headcount with the 4B’s framework—borrow, blend, buy, build—to create your dream team, enhance your capabilities, and achieve your practice’s goals.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: May 23, 2025
Helping Women Unlock the Power of Social Security
Clients expect expert Social Security advice and let’s face it: Social Security impacts women the most. Discover insights and strategies to help you guide your clients (and their spouses) with confidence and build relationships that last.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: February 21, 2025
The Real Costs of Retiree Health Care
And the impact of costs and innovations on planning
Health care costs get a lot of attention and are often cited as one of the largest financial concerns for retirees–but they don't have to be. Learn what health care costs really look like in retirement, how health care innovations have the potential to disrupt the current cost trends, and how to incorporate these insights into planning with your clients.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: August 5, 2024
The Next Wave of Advice
Differentiate with coaching
Excellent financial advice is only half the battle. Learn how financial coaching can help increase the odds that clients follow through on advice, and boost their level of satisfaction with their advisor.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: April 9, 2024
Engaging Women Investors
The Intersection of EQ and IQ
Explore the power of emotional intelligence in building trust with women investors, and learn actionable next steps to increase your emotional quotient (EQ), along with simple tactics to enhance your business.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: March 1, 2024
Help your business prosper with our latest practice management solutions
Retirement
Elevate your retirement expertise with key insights designed to help drive successful retirement outcomes.
The Real Costs of Retiree Health Care
And the impact of costs and innovations on planning
Health care costs get a lot of attention and are often cited as one of the largest financial concerns for retirees–but they don't have to be. Learn what health care costs really look like in retirement, how health care innovations have the potential to disrupt the current cost trends, and how to incorporate these insights into planning with your clients.
CE credit: 1 hour
Eligible designations: CFP®, CIMA®
Recorded on: August 5, 2024
Keep your retirement clients engaged and stay in the know with our latest retirement perspectives
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