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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 Importance of Tax Management
    This FA-IQ Education webcast is an in-depth presentation on the importance of tax management by John Frownfelter IV, managing director of investment solutions, SEI Advisor Network Solutions Team. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

  • How Profit Cycles Drive Financial Markets
    This FA-IQ Education webcast is an in-depth presentation on how profit cycles, and not economic cycles, are the primary drivers of equity markets, according to Richard Bernstein, CEO and chief investment officer of Richard Bernstein Advisors. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

  • 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.

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