Approved IAR CE Courses

This course will cover the four-step financial planning process and will touch upon the concept of advice engagement, highlighting strategies for fostering more meaningful conversations and delivering advice in a more effective manner. Through a blend of theoretical frameworks, practical insights, and interactive exercises, this course is designed to help you navigate the complexities of financial planning with confidence, integrity, and a client-centric focus.

Digital assets represent the first new asset class in 150 years, with innovations that will transform commerce on a planetary scale. In this informative session, you'll gain vital knowledge about blockchain and digital assets, enabling you to have meaningful conversations with prospective and existing clients.

It is imperative that advisors understand the implications of when and how to take Social Security retirement benefits when creating holistic, goals-based retirement income plans. The information presented within this microcourse is based on lectures from Marcia Mantell, RMA', NSSA', and is designed to give you an appropriate overview of Social Security retirement benefits.

This microcourse provides a comprehensive review of how digital assets are taxed using practical knowledge in an easy-to-follow and useful framework. Presented in two parts, this module will provide tools and planning opportunities for both personal tax needs and as well as for financial planners working with clients.

Whether you are for or against investing in cryptocurrency and other digital assets, the reality is that your new and existing clients are already investing in this space. As a result, you need to have a thorough understanding of the tax ramifications that apply to clients who have generated gains and losses on the disposition of these assets in order to effectively deliver advice.

The Bernie Madoff scandal in 2008 cast new light on an age-old challenge for investors, financial professionals, and regulators. Too often, our psychological and procedural defenses are set up to detect threats from the outside'burglars, hackers, corporate espionage attacks, fraudulent robo-callers, strangers in our midst. But how do we defend ourselves from the trusted criminal'the admired and respected high-achiever who wins our trust, and then betrays us? A better understanding of how Madoff's fraud worked can inform a smarter approach to this hazard for all investors and for everyone trying to keep investors safe from such predators.