Adviser CE

The Investment Advisory Representatives 12-credit Continuing Education Bundle is expertly crafted to fulfill the entire annual CE requirement for IARs, offering a balanced mix of 6 credits in Products and Practices alongside 6 credits in Ethics and Professional Responsibility. This bundle ensures that investment advisers not only comply with regulatory mandates but also enhance their understanding and competency in key areas critical to their professional duties and ethical obligations. Enroll now to meet your CE requirements efficiently and deepen your industry knowledge with content that's both engaging and informative.

Our courses are designed as a text-based, self-paced learning experience. You have the flexibility to start, pause, and resume the course at your convenience without the need to adhere to a specific schedule. This format allows you to integrate your learning seamlessly into your busy schedule, ensuring you can proceed at a pace that suits your individual needs.

IAR CE: 12 credits including

• 6 credits in Ethics and Professional Responsibility
• 6 credits in Products and Practices

CFP CE Hours: 12 hours in General CE

Year Released: 2026

To receive 12 credits, you must complete all six courses in the bundle.

All courses in this bundle were released in 2026 and are eligible for CE credits for any year. FINRA generally assigns credits to the longest deficiencies first.