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Announcing More Webinars And IAR CE In 2024 And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

DECEMBER 11, 2023

And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. And a lot of advicers have more than 5 clients in Florida!

Financial Advisor 179
Financial Advisor Financial Advice Ethics Financial Planning 179
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

JULY 17, 2023

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it. But as technology (in particular, the internet!)

Ethics 175
Ethics Financial Advice CFP Financial Advisor 175
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