Unlimited CE Plan
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Products
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NEW! Professional Responsibility Applied! 2025
CourseThis case study-based presentation provides the annual update for 2025 on the Professional Responsibility of Financial Advisors across the industry. This presentation provides the 2 mandatory Professional Responsibility credits CFPs require.
$35
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NEW! Success is a Choice
CourseThis presentation explores how mindset, discipline, and the "2% success solution" drive success. It emphasized that top performers focus on growth, branding, and service, with belief and persistence as key drivers.
Free
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NEW! The Financial Blueprint for 20-somethings
CourseA new financial plan for 20-somethings stresses discipline, minimum balances, consistent bills, and investing surplus funds to harness compound interest for long-term wealth and stability.
Free
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NEW! Becoming the Financial Therapist
CourseUnderstanding clients’ locus of control—internal or external—helps advisors tailor communication, build trust, and strengthen relationships, improving decision-making and long-term engagement.
$20
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NEW! Workplace Conflict and Human Rights: A Risk Perspective
CourseWorkplace discrimination and harassment remain widespread, impacting marginalized groups most. Embedding human rights principles into policies helps prevent barriers, ensure compliance, and build inclusive workplaces.
$20
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NEW! More Estate Planning Gems
CourseEstate planning requires careful use of joint ownership, custom beneficiary designations, and tools like the “right of first opportunity” clause to manage taxes, protect assets, and support fair family property transitions.
$20
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?