myCPE
myCPE

Certified Investment Strategist (CIS)

Invest smart and thrive bright by unveiling your financial potential

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Last Updated

January, 2025

Multiple
43.5
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

Strategic investment planning isn't a luxury—it's a necessity. In an unpredictable financial landscape, sound investment strategies are crucial to safeguarding assets, ensuring steady growth, and securing a prosperous future.The Certified Investment Strategist (CIS) course is designed to refine your investment strategies for sustainable financial growth. This course covers essential topics such as calculating value at risk for investment portfolios, tailoring investment products to meet individual financial goals, analyzing market trends and execution processes, and customizing risk assessment plans for client profiles. Unveil your financial potential and switch to a high-growth career in investment today.

Get Deeper Understanding of:

  • Know how to Calculate value at risk for an investment portfolio.
  • Tailor Investment Products to Individual Financial Goals.
  • Analyze Market Trends & Execution Processes.
  • Customize Risk Assessment Plans for Client Profiles.

Recommended For:

  • This Certification course is designed for professionals such as CPAs, PFS, and Others who want to enhance their knowledge and skills, in various aspects of investment management, including asset allocation, risk management, and financial planning.
  • Individuals aspiring to advance their careers in investment management and seeking recognition for their expertise in analyzing financial markets and evaluating investment opportunities will find this course invaluable.
  • Professionals in investment management roles including investment advisors, portfolio managers, financial planners, and wealth managers can enhance their analytical skills, broaden their understanding of financial markets, and refine their ability to evaluate investment opportunities effectively.

Why take a “Certificate Course in Investment Strategies” with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • Investment Advisor
  • Financial Analyst
  • Portfolio Manager
  • Investment Consultant
  • Risk Manager

Value Addition to your skills

  • Investment management skills
  • Risk Management skills
  • Attention to detail
  • Critical thinking skills
  • Problem-solving skills
  • Financial management skills
  • Analytical skills

Courses

Course Title Time Credits
1. Becoming a CPA Financial Planner
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
  • Explain why CPA Financial Planners are highly sought-after Financial Planners.
  • Analyze the basics of Financial Planning & Investment Management.
  • Discuss the investment business and how CPAs should position themselves to best serve clients and uphold the Code of Professional Conduct.
2. Decoding Wall Street: A Beginner's Guide to Financial Markets
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332207) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332207) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332207) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Review financial markets and major exchanges.
  • Discuss market participants and their roles, and explain the basics of stocks, bonds, and other investment vehicles.
  • Analyze the basic principles of market analysis and trends.
3. Developing a Personal Financial Plan – The Systematic Process from Data Gathering to Implementation and Monitoring
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Show financial planners the significance of data gathering forms to obtain key information to be utilized in the plan.
  • Analyze the need to use strong communication skills to establish a good planner-client relationship early in the process.
  • Identify in detail the techniques used to analyze and evaluate the client’s financial status.
4. Wise Investing Made Simple
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
  • Provide lessons on how markets work and how they actually set prices.
  • Identify whether passive or active strategies should be used.
  • Refrain from making the mistake of confusing information with value-relevant information.
5. Demystifying Securities: Your Guide to Investment Instruments
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332209) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332209) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332209) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
  • Identify the different types of securities.
  • Analyze risk and return profiles of various investment instruments.
  • Know how to build a diversified investment portfolio.
6. What are Savings Bonds and Should I Invest?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
  • Analyze how I-Bonds work.
  • Review the purchase limits of I-Bonds.
  • Know why one should consider investing in I Bonds.
7. Harmony of Investing
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Explain what you have to have in place before deciding on the right type of investment product to invest in.
  • Review or learn what the different investment products available are and what are the key differences.
  • Discuss how to match the products to your overall game plan.
8. Unlocking the Potential of REITs: An Introduction for Professional Advisors
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Explore the merits and risks associated with REIT investments.
  • Discuss three real-world case studies that showcase different REIT investment strategies and purposes.
  • Explain the inner workings of REITs, including their structure, classification, and regulatory framework.
9. 10-Point Financial Health Check
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332183) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Planning for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for CIPM 1.5 PL Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332183) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Planning for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for CIPM 1.5 PL Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332183) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Financial Planning for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for CIPM 1.5 PL Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13799) (Valid upto : Aug 15, 2025) 1.5 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
  • Know how your income is spent monthly.
  • Ensure your debts are structured tax and interest rates efficiently.
  • Develop a debt reduction strategy.
10. What To Do When An Investment Strategy Performs Poorly
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Understand the role of diversification in reducing poor outcomes.
  • Emphasize discipline as vital for investment success amidst diversification.
  • Recognize how behavioral errors like recency and relativism affect outcomes.
11. Estimating Seasonal Borrowing Needs and Ability to Repay
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Analyze how seasonal revenue projection influences income statement and balance sheet.
  • Explain the process of underwriting the line of credit to meet lending organization’s policies.
  • Analyze methods to support loans with suitable collateral and guarantees.
12. Loss Aversion: How Does it Affect Your Investment Strategy?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) 1 CE Approved
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) 1 CE Approved
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01321-22-S) 1 CE Approved
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Explore recent research on loss aversion by leading experts.
  • Examine the circumstances under which losses are a normal aspect of an investment portfolio.
  • Consider the correlation between losses and diversification.
13. Real Estate and Fixed-Income Investments
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Wealth Transfer Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Wealth Transfer Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Wealth Transfer Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
  • Analyze the concept of leverage and its practical applications.
  • Identify strategies for building a real estate portfolio effectively.
  • Explain the terminology associated with fixed-income investments.
14. Investing in REITs: Strategies for Financial Success
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
  • Define what a REIT is.
  • Identify the risks associated with investing in REITs.
  • Differentiate between various types of REITs, including Commercial, Residential, Mortgage REITs, and others
15. Buy Low. Sell High. Why is it so Difficult?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Behavioral Finance for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Behavioral Finance for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Behavioral Finance for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Examine research on “recency bias” and “prospect theory” for market volatility.
  • Analyze stock market behavior for insights on reactive vs. long-term strategies.
  • Inspect language used to describe stock price changes and its impact.
16. Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Understand the difference between an “Econ” and a “Human”.
  • Explore some of how our behavior may be “Predictably Irrational” (the title of a Dan Ariely book on the topic).
  • Consider how to accept our inevitable humanness and still make good planning decisions for the long-term.
17. Building Resilience in Personal Finance: Adapting to Uncertainty
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Discuss how disruption influences perceptions and actions.
  • Recognize historical data to prepare for future events effectively.
  • Identify portfolio strategies to guard against disruption and enhance resilience.
18. Personal Finance – What are structured notes and should I invest?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
  • Define structured notes and their characteristics.
  • Analyze the risks associated with investing in structured notes.
  • Identify and explain the pros and cons of structured notes
19. Personal Finance - Are My Investments Protected?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Identify available insurance to protect investments at financial institutions.
  • Analyze strategies for proper asset diversification to enhance protection.
  • Assess the effectiveness of insurance options in safeguarding investments at financial institutions.
20. AI and Personal Finance – Best Alternatives for Personal Investment Considerations
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Develop a comprehensive understanding of AI's impact on personal finance.
  • Explore real-world applications of AI in investment and financial planning.
  • Learn about cutting-edge AI tools and platforms for strategic investment decisions.
21. Personal Finance – What are Crypto Assets & Should I Invest in Them
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Identify different types of crypto assets.
  • Discuss the risks associated with investing in crypto assets.
  • Understand the basics of virtual currency.
22. Investment Risk - How to determine risk for consumers
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
  • Analyze consumer tolerance for risk assessment.
  • Review and mentor clients on various types of risks.
  • Develop risk assessment plans tailored to individual clients.
23. Credit Risk Management: Principles and Practices, Tools & Techniques
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Short-Term Investing and Borrowing for Certified Treasury Professional (CTP) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
  • Identify components of credit culture.
  • Review the framework for implementing desired credit culture.
  • Discuss managing transaction, intrinsic, and concentration credit risk.
24. The New Investment Paradigm: Enhanced Returns, Reduced Risks
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332295) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332295) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332295) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze risk in traditional 60/40 portfolios, skewed towards equities.
  • Explain how incorporating diverse risk sources enhances portfolio efficiency.
  • Identify diversification benefits of alternative investments in portfolio optimization.
25. Why Minimizing the Costs of Investment Products Should be a Priority of Advisors
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Analyze costs linked with investing in mutual funds and ETFs.
  • Explore the importance of cost analysis in fund evaluation.
  • Utilize cost analysis for competitive edge in advisor practices.
26. Advisors Guide to an Advanced Look at Mutual Funds
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332957) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332957) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332957) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Explore disparities among load, back-end load, and no-load funds.
  • Identify fee levels in mutual funds.
  • Analyze the function of LOIs in fee reduction.
27. Advisors Guide to Serving The Next Generation of Investors
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
  • Identify generational variances in clients' needs and expectations.
  • Explore methods for enhancing investor engagement.
  • Explain new and emerging products tailored for NextGen clients.
28. The Big Debate: Passive Vs. Active Investing
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
  • Define Active Investing & Passive Investing.
  • Discuss the fundamental distinctions between active and passive investing.
  • Formulate a strategic client plan considering risk and cost factors.
29. Inside the Ticker Tape: How Financial Markets Really Work
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332233) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332233) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332233) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Learn about marketing order flow and execution processes.
  • Discuss the role of central banks and economic indicators.
  • Review market trends and global event impacts.
30. Stocks Unplugged: A Holistic Approach to Unique Investment Strategies
3 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 3 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 3 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 3 CE Eligible
Investment Management for Financial Risk Manager (FRM) 3 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 3 CPD Eligible
Financial Planning for Chartered Life Underwriter (CLU) 3 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 3 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 3 CE Eligible
Investment Decision Making for CIPM 3 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 3 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 3 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 3 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 3 CE Eligible
Investment Management for Financial Risk Manager (FRM) 3 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 3 CPD Eligible
Financial Planning for Chartered Life Underwriter (CLU) 3 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 3 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 3 CE Eligible
Investment Decision Making for CIPM 3 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 3 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 3 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 3 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 3 CE Eligible
Investment Management for Financial Risk Manager (FRM) 3 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 3 CPD Eligible
Financial Planning for Chartered Life Underwriter (CLU) 3 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 3 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 3 CE Eligible
Investment Decision Making for CIPM 3 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 3 CE Eligible
  • Review basic principles of running a stock portfolio.
  • Analyze correct usage of Technical Analysis.
  • Discuss criteria for ensuring good asset selection.
31. Market Volatility – How Can I CYA My CASH When the Market Decides to Turn
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332258) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management Techniques for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Investment Decision Making for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332258) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management Techniques for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Investment Decision Making for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332258) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management Techniques for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Investment Decision Making for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
  • Identify consumer risk tolerance.
  • Explain and mentor clients on various risk types.
  • Create and implement individualized risk assessment plans for clients.
32. Mastering Options: Navigating Markets with Precision
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332259) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332259) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332259) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Define key terms and concepts related to options trading.
  • Identify and evaluate complex options positions for potential trading opportunities.
  • Explain the concept of Put-Call Parity Pricing and its implications for option pricing.
33. Financial Forensics: Illuminating Shareholder Value Drivers
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Discuss shareholder value's role in commercial lending.
  • Analyze key drivers influencing enterprise shareholder value growth projections.
  • Explain the impact of working capital and fixed asset investments on shareholder value.
34. The Incredible Shrinking Alpha
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
  • Identify academia's role in converting alpha sources into beta.
  • Recognize the challenge of generating alpha due to a shrinking active investor pool.
  • Analyze the paradox of skill and its impact on alpha generation.
35. Should I Consider a Cash-Out Refi?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Cash Flow Forecasting for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Review the reasons for considering cash-out refinancing.
  • Discuss the pros and cons of a cash-out refinance.
  • Analyze the benefits of refinancing a mortgage.
36. How to Identify, Maintain, and Improve Your Credit Culture
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
  • Describe key elements for building, implementing, and maintaining an optimal culture.
  • Analyze utilizing these elements to strengthen an organization’s credit culture.
  • Discuss the four types of credit culture
37. Beneficiary Planning After Divorce
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for CIPM 1 PL Eligible
  • Explore why beneficiary elections are critical.
  • Identify the potential danger of not redoing these elections immediately post-divorce.
  • Know how to discuss these changes with clients in the emotional distress of a divorce.
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Frequently Asked Questions

The "Certificate Course in Investment Strategies" covers a comprehensive array of topics essential for investment management professionals. These include understanding financial planning and investment basics, analyzing financial markets, exploring various investment vehicles like stocks and bonds, and delving into risk management principles. Additionally, the course covers crucial skills such as data gathering, communication techniques, and client financial analysis. By enrolling in this course, you'll understand market analysis, investment principles, and portfolio optimization strategies deeply.

The "Certificate Course in Investment Strategies" offers numerous benefits to participants. It equips you with practical knowledge and skills directly applicable to a career in investment management. Whether you're a financial advisor, portfolio manager, or wealth manager, the insights gained from this course will enhance your expertise and credibility in the field. Additionally, networking opportunities provided by the course enable you to connect with industry peers and experts, opening doors to collaboration and career advancement.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

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