Adviser CE

The Products and Practices 6-Credit IAR CE Bundle for Investment Advisory Representatives is tailored to provide the complete 6 credits required for the Products and Practices component of IAR CE. This bundle delivers in-depth knowledge on investment products, strategies, and compliance practices crucial for maintaining competency in the ever-evolving financial landscape. Enroll in this bundle to ensure you meet your annual CE requirements while staying ahead in your advisory practice with the latest industry insights and standards.

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: 6 credits in Products and Practices

CFP CE: 6 hours in General CE

Year Released: 2025

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

All courses in this bundle were released in 2025 and are eligible for CE credits for any year as long as you have not taken these courses before. FINRA generally assigns credits to the longest deficiencies first.