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Retirement Management Resources

Your clients’ retirement income may have taken a hit during these turbulent times.

Enhance your retirement planning expertise to help your clients stay on track with techniques from the Retirement Management Advisor online course.

Take the online Retirement Management Advisor course alone or invest in the pathway to certification bundle to work toward earning the Retirement Management Advisor® (RMA®) certification. Interested in other CE or learning opportunities? We have everything, from 1-hour recordings to 25-hour CE courses, and free podcasts, blogs and white papers.

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Wealth Management Resources

Serving the needs of high net worth (HNW) and ultra high net worth (UHNW) clients takes special considerations and expertise.

Helping these particular clients during these challenging times is critical. You can hone your skills, learn best practices and earn a certificate in Private Wealth Essentials for 14.5 CE. 

If you need other resources, we have a full slate of recordings, podcasts, blogs and white papers on a variety of topics, for 1 to 5 CE hours, as well as complimentary resources.


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Investment Management Resources

In these market conditions, building your investment expertise is critical.

Get back to basics with Trends in Portfolio Management On-Demand for 4 CE Hours.

Portfolio management is evolving quickly with advisors facing a growing range of options in how to manage assets for clients. The challenge is striking the right balance between passive vs. active management, incorporating clients’ behavioral preferences, and providing institutional-quality access to alternative investments. Learn a step-by-step decision-making process for adding alpha to your clients’ portfolios from a lineup of academics and practitioners

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Behavioral Finance Resources

In times like these, it helps to better understand what our clients are thinking and why.

Get the latest in behavioral finance tips and best practices to ensure that in volatile times, clients are making decisions that are objective, fact-based and best for their long term goals.

We have a full library of online resources to help get you up to speed and ready to act with confidence, knowledge and facts.

Consider our Applied Behavioral Finance course, for 20 CE hours (including CFP), to learn top behavioral finance tips and best practices that help clients weather the storm

For a quick overview, take a look at our online/on-demand CE offerings including 1-hour recordings and free podcasts and blogs.

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Practice Management Resources

Are you serving all of your clients' needs holistically?

Are you able to attract, serve and retain clients, and evolve as their needs do?

We have a entire library of resources to fit your needs and to help you maintain your competitive edge. Learn how to showcase and communicate your value while engaging your clients. From free blogs, podcasts and white papers, to quick, on-demand recordings, we have everything to meet your time, budget and CE needs.

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