CFP, CIMA, CPA, and IAR CE/CPE meeting CFP Board, IWI, NASBA, and NASAA requirements, delivered via webinars on demand led by thought-leader instructors, including Fritz Meyer. Completion certificate and CE/CPE reporting included.
$59.99 / 3 months
The fiduciary era of life insurance began on February 1st, 2020, when NYS DFS Reg 187, the Suitability and Best Interests in Life Insurance and Annuity Transactions, became effective. Limit liability exposure in fulfilling your fiduciary obligations.
$29.99
This CFP, IAR CE, CPA CPE webinar incisively reviews economic and market trends to inform investment strategy. Fritz Meyer covers inflation, Federal Reserve policy, consumer spending, GDP growth drivers, stock market earnings and valuation trends.
$29.99