Approved IAR CE Courses

You only get one chance to make a great first impression, and research shows that your clients’ experience in the first 100 days determines the longevity of their professional relationship with you. Libby will walk us through the 3 components that create a next-level onboarding process and how to implement it in your practice immediately so that you can turn prospects into clients and clients into referral-generating machines.
Once you get this formula down, your referrals will skyrocket, your communication issues will evaporate and your clients will confirm that their onboarding experience set you apart from any other financial professionals they had ever worked with. And, it’s easier than you think.

We will hear from three thought leaders in the market strategy, investment insights, and research. This session gives each panelist time to provide their framework and insights on the global market and economy. Through their presentations and time for question & answer, the session is intended to educate financial professionals on developments within the markets and how it affects various investments and asset classes and their client portfolios. Their ideas shared will help to present information through charts and graphs, helping advisors address the markets and the economy to support their efforts to help clients make sound investment decisions.

The financial planning industry is on the front lines of the largest wealth transfer in history. Over the coming decades, trillions of dollars will move to the next generation through inheritance, business transitions, and unexpected life events. Yet while advisors are highly trained in technical strategy, many have received little guidance on how to support clients through the emotional and psychological realities that come with receiving wealth.
And when that piece is missing, something predictable happens: Clients hesitate. They disengage. They delay decisions or make choices that don’t align with the plan.
Because in moments of sudden wealth, financial decisions aren't just logical, they're deeply emotional.
In this powerful and personal keynote, Marin Laukka blends financial psychology expertise with firsthand experience navigating sudden wealth after a house fire and unexpected financial windfall. Marin introduces three common emotional experiences that shape client behavior, trust, and follow-through, then shares practical language and tools to better support clients through their pivotal moments.
This session highlights the “missing piece” in financial planning to help advisors lead not just with strategy, but with a deeper understanding of the human experience of wealth. By integrating emotional intelligence with financial expertise, advisors will strengthen relationships, improve outcomes, and stand out in an increasingly commoditized industry.

When only one partner consistently shows up to client service meetings, advice can land in a vacuum, and the disengaged partner may never build the confidence to participate until a crisis forces it. Drawing on the presenters' experience as a two-career couple, their advisory practice, and research on household financial engagement, this session examines why one partner disengages from household finances and what advisors can do about it.
Attendees will leave with seven concrete tools for increasing dual-partner participation, from resetting meeting expectations and engaging the non-participating spouse to leveraging shared technology and encouraging regular money conversations between meetings. This discussion is relevant for advisors who want to lead change on household financial equity and retain client relationships through a wealth transfer set to benefit women and their families for decades.

When advising clients about their life insurance, CFP® Professionals MUST now act in the best interests of the Client with care, skill, prudence, and diligence. However, decision-support for product recommendations from typical sources to often contains “undisclosed [HIGH] costs” and “false [performance] promises” in violation of CFP® Practice Standards and now the subject of lawsuits. In this program, you'll learn life insurance basics from a fiduciary's perspective, how to identify proposals compliant with CFP® Practice Standards, and Best Practices that will keep you out of harm's way.