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.

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Ethics Education Financial Advice Taxes 179

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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Media Financial Advisor Marketing Marketing 52

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.

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Financial Advisor Marketing Marketing Media 52

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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Education Investments Investing CFP 45

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?

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Insurance Clients Financial Advisor Math 59