Approved IAR CE Courses

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.

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.

Health care is one of the largest and least predictable expenses in retirement, and Medicare rules, costs, and deadlines change every year. This course gives financial professionals a practical update on Medicare for 2026. It reviews current costs for Parts A, B, C, and D, including income-related premium surcharges (IRMAA) and the redesigned Part D benefit with its $2,100 out-of-pocket cap. It summarizes recent legislative and regulatory changes, including the One Big Beautiful Bill Act, the Consolidated Appropriations Act, 2026, Medicare drug price negotiation, and new CMS programs. Participants will compare Original Medicare with Medigap and Part D against Medicare Advantage, review enrollment periods and late-enrollment penalties, and learn planning tips for employer coverage, HSAs, IRMAA, and the 2027 Open Enrollment season.

This course equips financial professionals with a comprehensive understanding of senior living options, helping them guide clients through a complex and often emotional decision-making process. The session covers models of care, levels of service, fee structures, funding options, and key questions to ask when evaluating providers. Attendees will become better advocates and advisors for clients navigating senior living decisions.

In recognition of World Elder Abuse Awareness Day, this session will explore the growing impact of elder financial exploitation and the strategies needed to help prevent it — from early detection to coordinated responses across sectors.