Course |
Number of Credits Approved |
Registration Link |
CFP Ethics |
2 hours |
(past - 2024 Broadridge 360 Advisor Conference) |
September 5th Webinar - Deep Dive: Reviewing the Prudent Practices® for Investment Advisors |
1 hour (pending) |
https://event.on24.com/wcc/r/4667470/9F056C677431F52414E83550F0611D05?partnerref=Presenters |
September 12th Webinar - “How to” Develop a Participant Communication Strategy for Retirement Income |
1 hour (pending) |
https://event.on24.com/wcc/r/4628372/E396CC6B131CDAEDF224826991CF0378?partnerref=IARCE |
November 7th Webinar - “How to” Implement Retirement Income Solutions – From the Advisor’s Perspective |
1 hour (pending) |
https://event.on24.com/wcc/r/4628385/B9C50F7602A29879E1662402B177DADA?partnerref=IARCE |
December 12th Webinar - Year-End Wrap Up |
1 hour (pending) |
https://event.on24.com/wcc/r/4628397/0FEDF75195B8CF4FFB19052EE1012763?partnerref=IARCE |
AIF® Designation Training - Capstone (May 2024) |
6 hours |
past (May 18th-19th 2024) |
AIF® Designation Training - Online |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/CFATAIFB |
AIF® Designation Training - Virtual Course August 2024 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtAUG2024_BUN |
AIF® Designation Training - Virtual Course September 2024 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtSEPT2024_BUN |
AIF® Designation Training - Virtual Course October 2024 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtOCT2024_BUN |
AIF® Designation Training - Virtual Course November 2024 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtNOV2024_BUN |
AIF® Designation Training - Virtual Course December 2024 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtDEC2024_BUN |
AIF® Designation Training - Virtual Course January 2025 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtJAN2025_BUN |
AIF® Designation Training - Virtual Course February 2025 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtFEB2025_BUN |
AIF® Designation Training - Virtual Course March 2025 |
6 hours |
https://www.fi360.com/app/app/professional-development/pages/professionalDevelopment-trainingCatalog/buy/AIFVirtMAR2025_BUN |
more virtual training programs opening soon |
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