Approved IAR CE Courses

This continuing education course is designed for financial and insurance professionals to deepen their understanding of Nonqualified Deferred Compensation (NQDC) plans and ethical practices in the insurance industry. By the end of the course, participants will be equipped with comprehensive knowledge and practical skills to design, manage, and advise on NQDC plans effectively, while adhering to ethical standards and regulatory compliance.

Small businesses constitute an essential element of the U.S. economy. Approximately 30 million small businesses operate in the United States, making up most employer firms in the country. Collectively, these small businesses employ nearly 80 million workers or approximately half of all private sector employees. This course is designed to review and clarify the diverse business structures and the benefit plans available to each.

Small businesses constitute an essential element of the U.S. economy. Approximately 30 million small businesses operate in the United States, making up most employer firms in the country. Collectively, these small businesses employ nearly 80 million workers or approximately half of all private sector employees. This course is designed to review and clarify the diverse business structures and the benefit plans available to each.

This is a continuing education course that covers all aspects of Individual Retirement Accounts. The course is designed to help the financial advisor or insurance professional benefit the client with more in-depth information concerning the history and specific types of IRAs; investing; protections; estate planning; and education.

The Advisor's Guide to Social Insurance Programs is an educational tool to help advisors through the maze of programs, rules and regulations that affect many if not all their aging Baby Boomer clients, their spouses, and dependents. The course is broken down into three sections to give the advisor an understanding of the various benefits of the Social Security, Medicare, and Medicaid programs.

This course has been developed to enhance the Advisor’s 401(k) knowledge and provide updates on the most recent 401(k) plan guidance. With recent tax law changes, Department of Labor requirements and court settlements, this course extends beyond the basics to cover special 401(k) testing rules and design options, as well as, ERISA and fiduciary responsibilities of the “parties of interest.”

This course has been developed to give financial and insurance professionals a complete guide to understanding annuities, annuity tax laws and contract structure

This course has been developed to give financial and insurance professionals a complete guide to understanding annuities, annuity tax laws and contract structure, and their suitability ethicalmarketing practices and Senior Fraud

This advanced-level continuing education course is designed to equip licensed financial and insurance professionals with the tools, strategies, and ethical considerations necessary to advise high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The course explores comprehensive wealth management techniques including tax planning, estate and legacy planning, charitable giving strategies, risk management, retirement income distribution, and the ethical responsibilities of advisors working with affluent clients. A key component of the course focuses on the strategic uses of life insurance in wealth preservation, estate tax liquidity, wealth replacement, charitable planning, and intergenerational wealth transfer. Through applied case studies, the course also examines ethical best practices in client representation, including fiduciary standards, suitability, and conflicts of interest, especially when advising vulnerable or aging clients with substantial assets.

This advanced-level continuing education course is designed to equip licensed financial and insurance professionals with the tools, strategies, and ethical considerations necessary to advise high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The course explores comprehensive wealth management techniques including tax planning, estate and legacy planning, charitable giving strategies, risk management, retirement income distribution, and the ethical responsibilities of advisors working with affluent clients.A key component of the course focuses on the strategic uses of life insurance in wealth preservation, estate tax liquidity, wealth replacement, charitable planning, and intergenerational wealth transfer. Through applied case studies, the course also examines ethical best practices in client representation, including fiduciary standards, suitability, and conflicts of interest, especially when advising vulnerable or aging clients with substantial assets.