Unlimited CE Plan
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Products
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2023 High Net Worth Client Planning Theme Pack - 5 CE Credits
CourseThe High Net Worth Client Planning theme pack is perfect for experienced planners (10+ years). Gain advanced strategies to meet complex needs of affluent clients and earn CE Credits effortlessly—just watch, no quizzes required!
$95
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2023 Planning for Clients Under 50 Theme Pack - 15 CE Credits
CourseThe Planning for Clients Under 50 theme pack equips advisors (5+ years) with essential insights and strategies for younger clients. Earn CE Credits effortlessly—just watch, no quizzes required!
$225
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2023 Planning for Clients Over 65 Theme Pack - 10 CE Credits
CourseThe Planning for Clients Over 65 theme pack offers seasoned advisors (10+ years) vital insights into the evolving needs of aging clients. Earn CE Credits effortlessly—just watch, no quizzes required!
$170
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2023 Investment Planning Theme Pack - 5 CE Credits
CourseThe Investment Planning theme pack is perfect for advisors with 5+ years of experience. Gain insights to help clients make smarter investment decisions. Earn CE Credits effortlessly—just watch, no quizzes required!
$95
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2023 Estate Planning Theme Pack - 15 CE Credits
CourseThe Estate Planning theme pack is ideal for advisors with 10+ years of experience. Gain advanced insights to help clients craft effective estate plans. Earn CE Credits effortlessly—just watch, no quizzes required!
$225
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Professional Responsibility Applied! 2023
CourseCompliance elevates financial services! This case-based session offers essential ethical insights for all advisors and 2 CFP Professional Responsibility credits. Featuring Chuck Gallagher's expert take on real-world conundrums.
$30
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?