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Please select this option to search for activities added within the last 60 days.

  • $30.00
    3 Credits
    Ongoing Activity

    Effective Estate Planning: Reducing Taxes and Fees

    CE Network Inc.

    Writing a will is not just a matter of deciding what to leave to whom. The how of what will be left is just as important. As a financial services professional, you have an opportunity to increase both ...

  • N/A
    3 Credits
    Ongoing Activity

    Equations for Retirement Planning: Part 1

    CE Network Inc.

    Despite the dreamy commercials and brochures, retirement isn’t a long vacation that begins at the mythical age of 65. Retirement is a gradual winding-down process, possibly involuntary, with austere ...

  • $40.00
    4 Credits
    Ongoing Activity

    Ethics and the Financial Advisor

    CE Network Inc.

    This course examines some of the ethical dilemmas that financial services professionals face routinely in their work. It presents real cases where individuals have been disciplined for breaching the ...

  • $30.00
    3 Credits
    Ongoing Activity

    Family Law and Financial Planning

    CE Network Inc.

    While almost everyone who marries understands the marriage ceremony signifies the acceptance of financial support obligations and the creation of family assets, people who simply live together, ...

  • $50.00
    5 Credits
    Ongoing Activity

    Fraud Smart

    CE Network Inc.

    Success in preventing and catching fraud is not reliant on one person, but on the organization as a whole. It is only by you and all of your colleagues becoming involved that organizations can ...

  • $40.00
    4 Credits
    Ongoing Activity

    Mortgage Rate Determinants

    CE Network Inc.

    When a couple enters your office to talk about getting a mortgage, the one thing foremost on their minds is how much their mortgage will cost. They may ask: What are mortgage rates and mortgage ...

  • $50.00
    5 Credits
    Ongoing Activity

    Pension Puzzle: An Advisor’s Guide to Government, Employer, and Personal Plans

    CE Network Inc.

    Your clients need someone who can answer their questions using language and examples they’ll understand. They need someone who can explain the main sources of retirement income, shed light on their ...

  • $20.00
    2 Credits
    Ongoing Activity

    Segregated Funds Strategies

    CE Network Inc.

    This course will provide you with key information about segregated funds features and benefits, comparisons with other investments, a filter concept to analyze clients’ needs, and practice using the ...

  • $40.00
    2 Credits
    Ongoing Activity

    The New Wealth Management Process

    CE Network Inc.

    Clients rarely have the understanding of the issues and language they need to make the best possible financial planning decisions. That understanding is crucial in the client ultimately accepting a ...

  • $20.00
    1 Credits
    Ongoing Activity

    Wealth Management: Client Goals & Constraints

    CE Network Inc.

    When wealth managers ask clients about their goals, what is the usual response? If they are like most typical clients, they will think of their goals in generalized terms—if they think about goals at ...

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