Welcome to Financial Advisor IQ

FA-IQ Education

Financial Advisor IQ offers webcasts designed to further the education of financial advice professionals. The webcasts fulfill CFP continuing education requirements and are available at no cost to FA-IQ registrants. The webcasts are typically worth 1 CE credit and are about 60 minutes in length.  Topics include practice management, business development, HNW investor trends, best practices, technology and operations, fees and compensation, staffing, compliance, legal and more. The library is updated on a regular basis, so please bookmark this page and visit us periodically for new webcasts.

CFP practitioners are required to complete a minimum 30 hours of continuing education every two years to stay current with developments in the financial planning profession. FA-IQ welcomes the opportunity to assist you with your ongoing requirements.

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