Already a Financial Advisor IQ Reader?
October 10, 2017
When your focus is on tending to your clients and managing your business, it can be hard to find the time to earn continuing education credits. FA-IQ's ThinkTank now lets you earn CFP CE credits just by reading the white papers you would normally read in the course of your regular business. How do you usually earn your CE credits?
|Attending approved sessions at conferences.|
|Watching webcasts and taking a quiz to prove I understand the content.|
|Reading white papers in the course of my normal day-to-day work.|
Swan Global Investments
Pacific Investment Management Company LLC
Brown Brothers Harriman
|The Client - Finding and winning new clients||The Client - Client retention|
|The Client - ERISA plans/institutional management||The Client - Behavioral finance|