Approved IAR CE Courses

SLATs (Spousal Lifetime Access Trusts) are a popular estate planning tool for married clients with a net worth above the current estate planning exemption. Yet, SLATs can also be adapted for clients with $1-10 million in net worth solving for uncertainty, tax, asset protection, and aging. In this webinar advisors will review what a SLAT is and then go through tangible examples of how to turn this traditionally ultra-high net worth tool into a useful tool for a wider range of clients.

Tuition inflation, Department of Education changes, and new financial aid rules! Oh my! Navigating the world of higher education continues to be a challenge for clients with young scholars as clients attempt to help their students reach their academic and professional goals while minimizing the associated costs. Joe Messinger shares key updates to the college funding landscape for 2025, touching on the issues families commonly face when planning for education expenses. In his presentation, Joe explains the potential impacts of changes to the Department of Education, changes to financial need calculations, financial application filing for divorced parents, and the use and limitations of 529 plans. Throughout the presentation, Joe highlights how advisors can assist clients throughout this college planning process, saving clients valuable time, frustration, and money.

This class is designed for CFPs, CPAs, and Registered Investment Advisors who manage money professionally and act as fiduciaries.It focuses on equipping financial professionals with insights into key economic trends and data that shape investment strategies.Participants will explore topics like the recent surge in U.S. worker productivity, the strength of job formation, and the implications of rising household net worth on consumer spending and GDP growth.Additionally, the course delves into retail sales trends, housing market signals, and inflation moderation to provide a comprehensive understanding of the current economic landscape. By synthesizing these insights, advisors can better navigate complex financial environments and enhance their decision-making for clients.

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP' professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019. In this engaging and thought-provoking webinar on CFP ethics, Shelitha Smodic will delve into the ethical considerations and responsibilities of Certified Financial Planners. Explore the intricate balance between client relationships, fiduciary duty, and personal integrity, as we navigate the complex ethical landscape in the financial industry.

When clients begin looking outside U.S. borders for investments, vacation properties, or new residences and citizenships, their U.S. financial advisors can help protect them from missteps. In this session, we will review things to think about when a U.S. person resides in the U.S. but owns foreign property, and when a U.S. person decides to live outside the U.S. Whatever course the client charts, there are many ways to navigate a clear path forward.

This course provides a comprehensive and practical exploration of the hedge fund industry for financial advisors and investment adviser representatives (IARs). Through a combination of foundational instruction and manager case studies participants will build a working knowledge of hedge fund structures, strategies, operational oversight, and client suitability considerations. The course also addresses evolving market dynamics, regulatory developments, and fiduciary responsibilities when assessing hedge fund investments. By the end, advisors will be better equipped to evaluate hedge fund offerings and articulate the potential portfolio role and risks of various hedge fund strategies in a client-appropriate, transparent manner.

Medicare can be a complicated insurance system for clients to navigate as they transition from employer-provided insurance, especially when many human resource professionals and insurance agents for employer group insurance plans often do not fully understand the nuances of Medicare. This lack of clarity can lead to ineffective coverage and costly healthcare expenses during retirement. Financial advisors have an opportunity to ease their clients' transitions into retirement by sharpening their knowledge of Medicare options. In this webinar, Elaine Floyd walks us through the options for Medicare coverage along with the benefits and risks associated with Original Medicare and Medicare Advantage plans. She further details how to shop for and enroll in Original Medicare, Medigap, and Medicare Advantage with beneficial considerations when going through the process, leaving advisors with a clear, practical roadmap for clients seeking coverage.