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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

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.

Ethics 245
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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements.

Education 246
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Financial Record Keeping: How Long To Keep Financial Records?

Clever Girl Finance

When you're wondering how long to keep financial records, there are documents that you will need to keep forever “just in case” they are needed. These are important documents, and there are varied reasons why you could need them. The documents that you need to file with the local registrar may also be available online.

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Hurricane and Natural Disaster Preparedness

Your Richest Life

Disaster Preparedness Financial Documents. On the topic of finances, don’t forget your important documents. No one wants to think about their home being destroyed or their birth certificates being washed away in a flood. Even if you’ve digitized all of your important documents, you still might need physical copies as a backup.

Food 104
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21 High Paying Medical Jobs Without A Degree To Explore

Clever Girl Finance

Educational requirements: High school diploma or your GED and a patient care technician certificate. If you want to be a paramedic, then training, passing exams, and getting licensed as a paramedic is required. You might also be required to conduct healths coaching sessions and pass a certification exam.

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What Do Financial Adviser Designations Mean? What are the Letters after a Name?

Carson Wealth

I could also be fairly sure that Tammy is a licensed insurance agent and that she has access to sophisticated software tools and may or may not engage in financial planning. Investment adviser representatives (IARs) who charge clients fees are also required to take their licensing exams, among many other legal requirements. .

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What To Do When A Loved One Dies: Financial Questions Answered

Clever Girl Finance

How to handle estate and legal matters after a death If your loved one had a medical condition or was on hospice, you may already have their estate planning documents—such as a will—in your possession. If their death is unexpected, you may have to go to their home and look for the documents yourself.