CONTINUING EDUCATION CENTER

Earn CE credit with actionable insights.

Meet CFP® and CIMA® continuing education (CE) requirements with insights aligned to your interests and designed to help you deliver better outcomes. Explore opportunities in Markets and Investments, Practice Management, and Retirement categories.

Featured

Stay ahead of market and industry trends with our latest insights and upcoming live webinars.

Is Now the Time to Redeploy Cash?

Our expert panel share insights on how redeploying cash slightly before a Federal Funds interest rate cycle peak, at the peak, or after the peak may offer better results than cash.

CE credit: 1 hour
Eligible designations: CFP,® CMA®
Recorded on: March 19, 2024

The Other Side of Uncertainty

As recent market distortions start to fade, fixed income yields look attractive and pockets of opportunity are appearing among equities.

CE credit: 1 hour
Eligible designations: CFP,® CMA®
Recorded on: January 23, 2024

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,® CMA®
Recorded on: March 1, 2024

Is Now the Time to Redeploy Cash?

Our expert panel share insights on how redeploying cash slightly before a Federal Funds interest rate cycle peak, at the peak, or after the peak may offer better results than cash.

CE credit: 1 hour
Eligible designations: CFP,® CMA®
Recorded on: March 19, 2024

The Other Side of Uncertainty

As recent market distortions start to fade, fixed income yields look attractive and pockets of opportunity are appearing among equities.

CE credit: 1 hour
Eligible designations: CFP,® CMA®
Recorded on: January 23, 2024

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,® CMA®
Recorded on: March 1, 2024

Markets and Investments

Tap in to expert views on current market opportunities, including asset allocation, portfolio construction, and outlook insights.

The Other Side of Uncertainty

As recent market distortions start to fade, fixed income yields look attractive and pockets of opportunity are appearing among equities.

CE credit: 1 hour
Eligible designations: CFP,® CMA®
Recorded on: January 23, 2024

Tectonic Shifts Create New Opportunities

Recession risk. Tightening credit. Mixed economic signals. Tectonic shifts in the market have created opportunities for investors who can adapt to the new normal.

CE credit: 1 hour
Eligible designations: CFP,® CMA®
Recorded on: December 6, 2023

Mixed Signals: Soft Landing or Recession?

As the economy and markets send mixed signals, investors are asking if the Fed can successfully navigate a soft economic landing or whether we’re headed for a deeper recession as the lagged effects of monetary tightening take hold.

CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: October 17, 2023

Portfolio Positioning Amid an AI Arms Race

The emergence of AI paired with a resilient U.S. economy helped drive surprisingly strong equity returns in the first half of the year. Get our expert breakdown.

CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: July 18, 2023

Finding the Signal Through the Noise

Get actionable insights from our chief investment officers on three key investment themes expected to impact markets in the second half of 2023.

CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: June 7, 2023

Practice Management

Uncover new ways to strengthen your practice, including ideas and tools to better serve and connect with clients.

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,® CMA®
Recorded on: March 1, 2024

Connect With Your Clients of Tomorrow

Get insights to help attract and retain the number one source of future business in the financial advice industry—the younger generation of wealthy investors.

CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: April 21, 2023

Revolutionize Your Thinking

Retirees are thinking differently about spending. Gain insight into the behaviors of spenders and savers, explore potential motivators, and learn how to align a plan with personal preferences.

CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: April 21, 2023

Retirement

Elevate your retirement expertise with key insights designed to help drive successful retirement outcomes.

Revolutionize Your Thinking

Retirees are thinking differently about spending. Gain insight into the behaviors of spenders and savers, explore potential motivators, and learn how to align a plan with personal preferences.

CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: April 21, 2023

CE credits are just one way we support your success. Contact us.

 Earn CE credit.

 Get timely market, investing, and retirement insights.

 Strengthen your client relationships and practice.

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