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FA-IQ Education

Financial Advisor IQ offers webcasts designed to further the education of financial advice professionals. The webcasts fulfill CFP continuing education requirements and are available at no cost to FA-IQ registrants. The webcasts are typically worth 1 CE credit and are about 60 minutes in length.  Topics include practice management, business development, HNW investor trends, best practices, technology and operations, fees and compensation, staffing, compliance, legal and more. The library is updated on a regular basis, so please bookmark this page and visit us periodically for new webcasts.


CFP practitioners are required to complete a minimum 30 hours of continuing education every two years to stay current with developments in the financial planning profession. FA-IQ welcomes the opportunity to assist you with your ongoing requirements.

  • The Benefits of Family LLCs for HNW Investors
    This FA-IQ Education webcast examines strategies for using limited liability corporations in estate planning to organize and protect assets. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

  • Social Security Claiming Strategies After the November 2015 Changes
    Financial Advisor IQ Education presents this webcast on the changes to the rules governing social security benefits and how retirees can claim them. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

  • Goals-Based Investing
    This FA-IQ Education webcast reviews an alternative approach to the client-manager relationship, focused on goals-based investing This presentation is worth 1 credit hour from CIMA and the CFP upon the successful completion of a 10-question quiz.

  • Active Indexing with ETFs
    This FA-IQ Education webcast examines strategies for using passively-managed ETFs in active portfolio strategies. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

  • Self-Directed IRAs
    This FA-IQ Education webcast examines the benefits and limitations for clients who invest with self-directed IRA accounts. This presentation is worth 1 CFP credit hour upon the successful completion of a 10-question quiz.

  • The Mathematics of Estate Tax Planning
    This FA-IQ Education webcast reviews the techniques financial advisors can use with their high net worth clients to protect and disburse their estates. This presentation is worth 1 CFP credit hour upon the successful completion of a 10-question quiz.

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