Approved IAR CE Courses

This course takes a closer look at today's housing market and the unique opportunities it creates for investors. We'll talk about the factors driving the housing shortage, compare single-family and multifamily strategies, and highlight why regions like Minnesota are worth paying attention to. We'll also learn about the risks that come with residential real estate and practical ways to manage them. Real-world case studies will bring the concepts to life and give you tools you can use in your own practice.

This course provides a structured approach to answering one of the most pressing financial questions: How much do I need to retire? Led by renowned retirement researcher Wade Pfau, the session explores essential retirement income styles, budgeting techniques, and financial planning strategies to ensure long-term security. Participants will learn how to calculate their Funded Ratio, identify potential risks, and align their assets with retirement goals. The course also covers contingency planning, legacy considerations, and practical strategies for underfunded retirements. By the end, attendees will be equipped with actionable insights to build a more confident and sustainable retirement plan.

Retirement account balances hit a record high, reaching $36.7 Trillion in the Second Quarterof 2023. This increased balance is excellent news for retirement account ownersand their beneficiaries. But sadly, retirement account balances could be lost to avoidabletaxes and penalties because of mistakes and/or unfamiliarity with the governing rules. Join retirement expert Denise Appleby as she explains how these mistakes are often madeand what you can do to protect your clients' IRAs. Topics Denise will cover includereal-life case studies and practical examples.

Attached

This course, based on the I Too Invest podcast episode Opportunities Abound in Protecting Marginalized Communities: Building Capacity, explores systemic barriers to financial access through the lived experiences of DEI consultant Theaston White. Learners will gain insight into how bias, leadership, and institutional practices impact marginalized communities. The course emphasizes inclusive client interactions, authentic leadership, and strategies for building generational wealth. It is designed for professionals in regulatory and financial sectors seeking to advance equity and inclusion in their work

This comprehensive course equips investment advisers with essential knowledge on key compliance requirements, including Form ADV disclosures, advisory contracts, communication standards, recordkeeping obligations, and supervision practices. Participants will learn current regulations, industry standards, and best practices necessary for maintaining effective compliance programs. The course provides practical guidance to help registered investment advisers (RIAs) meet their regulatory obligations and operate within regulatory frameworks.

This course will cover the importance of retirement planning as a fiduciary duty. Topics to be covered will include; retirement plans, life insurance, trusts, Social Security and Medicare. The importance of planning for taxes in retirement will also be covered.