Unlimited CE Plan
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Products
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Joyous Wealth
CourseDiscover how decades of financial planning wisdom can transform money into joyous wealth. Learn to guide clients beyond finances, creating meaningful, fulfilling outcomes with every decision.
$20
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Big Benefits for Your Small Business
CourseImagine redefining the definition of a Small Business for Group Benefits plans to include 2-10 employees. This change would help small businesses compete by offering affordable benefits plans, attracting and retaining top talent.
$20
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Winning as a High Tech, High Touch Advisor
CourseThis presentation examines the shift in client/advisor relationships post-Covid, comparing what clients want versus what advisors envision. It highlights the gap between expectations and reality, showing how the landscape of Financial Planning has ch
$20
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2021 CLU/FSRA Bundle (Part 1 of 4) - 30 CE Credits
CoursePart 1 of 4. This bundle meets CLU + FSRA CE requirements (Ethics, IAFE) and includes 30 credits across 4 parts.
$349
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2021 CFP Bundle (Part 1 of 4) - 25 CE Credits
Course2021 CFP Bundle Part 1 of 4. Earn 25 CE Credits for CFP and QAFP requirements with this 4-part bundle.
$349
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Professional Responsibility Applied! 2021
CourseExplore the FPSC Code of Ethics, Rules, and Standards through real case studies of advisors from 2020-2021. Learn how top Financial Planners navigate sensitive situations to protect themselves and their clients.
$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?