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.
The True Cost of Capital
Our fixed income experts unpack the biggest market issues and take a deeper dive into related fixed income topics that matter most to our investors.
CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: July 20, 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
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
The True Cost of Capital
Our fixed income experts unpack the biggest market issues and take a deeper dive into related fixed income topics that matter most to our investors.
CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: July 20, 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
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
Markets and Investments
Tap in to expert views on current market opportunities, including asset allocation, portfolio construction, and outlook insights.
The True Cost of Capital
Our fixed income experts unpack the biggest market issues and take a deeper dive into related fixed income topics that matter most to our investors.
CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: July 20, 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
Mid-Caps, Banks, and Multi-Asset
Weakness among regional banks now joins inflation, interest rates, and recession as key market concerns. Our experts examine what could really matter for investors moving forward.
CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: April 25, 2023
The Hidden Risks of Inaction
As investors face high market uncertainty, our asset allocation experts explain why doing nothing might be the biggest risk for investors.
CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: January 26, 2023
Position portfolios for success with help from our latest insights.
Practice Management
Uncover new ways to strengthen your practice, including ideas and tools to better serve and connect with clients.
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
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.
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
Three Themes Shaping the U.S. Retirement Landscape
Our leading retirement experts provide insights and perspectives on the major themes shaping the retirement landscape in 2023.
CE credit: 1 hour
Eligible designations: CFP,® CIMA®
Recorded on: November 29, 2022
Discover more retirement plan and investor insights.
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.
202308-3081890
