Approved IAR CE Courses

This course familiarizes agents with the retirement planning market and the retirement planning process by covering three main areas: analyzing and identifying retirement income needs and how to address those needs, health care and health insurance options, and estate and distribution planning. Topics include needs analysis, Social Security, life insurance and annuities, investment products, qualified plans and IRAs, plans for small business owners, long-term care, and wealth distribution.

Principles of Wealth Management examines the financial planning discipline, including Its need, as evidenced by the U.S. poverty rate, the U.S. savings rate, the lack of financial retirement readiness and the ever-increasing cost of higher education. The course details the principal steps in developing a financial plan, the critical issues in managing and protecting wealth, the products and concepts available to implement wealth management objectives and their tax treatment.

The course will provide an overview of private capital investments, focusing on private equity and private credit funds. After introducing some of the exemptions issuers of private securities rely on, students will learn about the strategies used by private equity and private credit fund managers. The last section of the course will explain return measurements used by private equity managers and the strengths and weaknesses of each measurement.

This quiz will include a review of the following articles: Is Private Debt Worth Considering As An (Alternative) Asset Class In Client Portfolios?, Creating A (Just In Case) Game Plan For Clients Facing Layoffs and How Sequence-Of-Inflation Risk Impacts Retirees Beyond Just Sequences Of Returns

Whether you're an executive, investor, or advisor, Private Equity Mastery gives you the clarity, strategy, and practical insight to navigate this powerful asset class.

This course will explain how to:

See the world the way private equity sees it. Master the financial, strategic, and psychological drivers behind PE decisions
Evaluate opportunities with confidence. Understand fees, returns, risks, and incentives - without needing a finance background
Excel under PE ownership. Communicate effectively, align with investor expectations, and lead teams through dramatic change
Protect yourself in every deal scenario. From contracts to exits, learn the tools that safeguard your career and financial future.