Unlimited CE Plan
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Products
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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
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NEW! Getting Them Out of Your Basement
CourseTeach kids financial fitness using six concepts—time, earn, choose, learn, track, give—to build wealth awareness, responsibility, and resilience, helping families preserve wealth across generations.
$20
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NEW! Seven Planning Myths & How They Affect Clients
CourseThis presentation debunked seven common financial planning myths, emphasizing personalized strategies, cultural competence, and collaboration with legal and accounting professionals for better client outcomes.
$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?