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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 Case for International Investing
    This FA-IQ Education webcast is a presentation on the importance of international investing by Rusty Vannneman, chief investment officer at CLS Investments. This presentation is worth 1 credit hour from the CFP Board upon the successful completion of a 10-question quiz.

  • Investment Policy Statements at the Center of the Fiduciary Process
    This FA-IQ Education webcast is a presentation on investment policy statements at the center of the fiduciary process by Fi360’s Rich Lynch, John Faustino and Duane Thompson. This presentation is worth 1 credit hour from the CFP and CIMA upon the successful completion of a 10-question quiz.

  • Understanding Smart Beta and Factor Investments
    This FA-IQ Education webcast is a comprehensive presentation on smart beta and factor investments by Timothy Baker, director of product strategy at Symmetry. 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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