Compliance Ethics Webinar 
Nerd's Eye View
JULY 8, 2024
Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.
Nerd's Eye View
JULY 19, 2023
At a high level, every IAR who is registered in a state requiring CE must complete a total of 12 CE credits each year, comprising 6 credits of Ethics and Professional Responsibility and 6 credits of Products and Practice.
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Midstream Marketing
DECEMBER 10, 2024
You might also offer free guides or webinars to draw in people. Creating Educational Webinars and Online Workshops In todays online world, giving good financial education is a great way to connect with potential clients. You can offer educational webinars and online workshops. It helps create a record for compliance.
Midstream Marketing
NOVEMBER 6, 2024
You can hold webinars, share updates about the market, or explain investment ideas. You can give early access to webinars. Some ideas include making content together, hosting webinars, or doing interviews. It is important to manage compliance and regulatory issues well. This means grouping people by their interests.
Midstream Marketing
NOVEMBER 6, 2024
Webinars are a way to connect with your audience. Share exclusive content, give early access to webinars, or invite them to events. Collaborate on content creation, webinars, or interviews. It is important to manage compliance and regulations correctly. Invite your readers to comment and interact with you.
Sara Grillo
JUNE 12, 2023
And one of the things we spoke about during our webinar a couple of weeks ago, how do you benchmark life insurance? So ethically, I think it applies everywhere. Usually when they implement something, other states follow through, and hopefully this is all better for the consumer. Please consult a consultant. Advisor or attorney?
Midstream Marketing
NOVEMBER 5, 2024
Understand why compliance, engagement, and tracking success are vital for your social media efforts. You can discover the events or webinars they want to join, or you can make your content more fun. You might also want to talk to a compliance expert. You can also join webinars and keep learning. They engage your audience.
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