BEST Virtual Super CE Event Info

Self-Study Course Summary

The Advisors Guide to
Retirement Planning

This course has been developed to give the advisor (licensed agent) a complete guide in the retirement planning process.

If you are looking for an easy way to get CE credit, I recommend that you do not take this course. This course requires you to spend up to the amount of credit hours listed by your state of reading and reviewing self-study course material prior to attending an in-depth 1.5-hour training course, and then take an electronic exam with 50 questions and receive a passing grade of 70% or higher, in order to receive the CE credit. (The following states require a 100 question exam: FL, IN, MS & OH. You will receive 10 credits of CIMA/CPWA/RMA.)

Self-Study Course Overview

View Other Courses

Advisor Testimonials

“The OVERALL RATING - 5 STARS. I STRONGLY AGREE that the registration process was great, great speaker, easy to follow, content was well organized and presented. The material was very helpful and relevant. The instructor was very knowledgeable about the content.” ~ Cetera Advisor

“I really liked the material for your course. It may be the first CE program I’ve taken in 20 years that actually had current information.” ~ Money Concepts Advisor

“Well done!” ~ Raymond James Advisor

“Great Program!” ~ Merrill Lynch Advisor

Overview

INSTRUCTOR: STEPHEN P. CLIFFORD

National Training Director at Broker Educational Sales & Training, Inc. (BEST)

Instructor Bio/Testimonials

Date: TUESDAY, MAY 25, 2021

Time: 1:00pm - 2:30pm EASTERN TIME

Credit: Provides the maximum amount of State Insurance CE credit and 10 CE credit hours of CFP and 5 CE credit hours of CIMA/CPWA/RMA credit. ¹ Electronic exam. ²

view credit hours by state

Cost: $74.95 (USD)

PAYMENT INFORMATION:

$74.95 for the event.
Plus State Insurance filing fees when applicable.
Includes certificate fees for CFP®, CIMA/CPWA/RMA and other professional designations.

NO credit will be received for attending the webinar.
A $20.00 cancellation fee will apply for all refunds requested.

Top ↑

Begin Registering Here

Thank you for your interest in our Virtual Super CE event. To begin registering, follow the detailed instructions listed below:
(DO NOT CLOSE ANY OF YOUR WEB PAGES UNTIL YOU HAVE GONE THROUGH EACH AND EVERY STEP LISTED BELOW.)

1.	QUICK ATTENDEE INFORMATION FORM: fill out the form DO NOT CLOSE YOUR WEB PAGE, you will then be automatically taken to the payment subtotal page.
2.	PAYMENT: on the payment subtotal page, verify all is correct, check the “I UNDERSTAND THAT I MUST CLICK ‘CONTINUE’ AFTER COMPLETING PAYMENT” check box and then click the “PAY NOW” button. DO NOT CLOSE YOUR WEB PAGE after you have finished entering your credit card information, etc. and paying for the webinar and study materials, print a copy of your receipt by clicking the “Print this Page” link at the top right of the page. Next click on the link next to the “Continue to registration” verbiage found at the bottom of the online receipt page (currently open web page) (NOT the emailed receipt) to proceed to the webinar registration page. If you are unable to attend the webinar purchased, you may request to be switched to the next available webinar. (CANCELLATION FEE: A $20.00 cancellation fee will apply for all refunds requested.
3.	WEBEX WEBINAR REGISTRATION: click on the “Register” button found at the bottom of the screen/page and then fill out the short form (First Name, Last Name, Email) to receive an email with your unique “Join event” link/button at the email address you entered. DO NOT CLOSE YOUR WEB PAGE, after you hit the “Submit” button you will be taken to the Attendee Registration form/study material download page. (If you receive an “Attention” page, click on the “Continue” button to go to the Attendee Registration form page on our website. NOTE: Download a copy of the study material and presentation slides (when available) by clicking on the “Join event” link within the Webex email you received after registering for the webinar. On the Join event page, simply click on the desired material by clicking on the corresponding link(s) listed within the “Event materials” section found at the bottom of the page.)
4.	ATTENDEE REGISTRATION FORM: after completing the Attendee Registration form, click on the “SUBMIT THIS FORM” button to file your registration with BEST for the event. DO NOT CLOSE YOUR WEB PAGE, you will then be automatically taken to the Download Self-study Course Material page. To download the study material either click on the OPEN PDF button OR right-click the button and save the pdf file.

If you have any questions, please call BEST at 1-800-345-5669.

DETAILED PAYMENT & REGISTRATION INSTRUCTIONS

Top ↑

¹ State Insurance/CFP®/CIMA®/CPWA®/RMA® CE Credits

Prerequisite - Attendee must:

Download the Self Study course material
State Insurance - Read and review the Self Study course material prior to the examination date
CFP - Complete a minimum of 10 Self Study hours of the course material prior to the examination date
CIMA/CPWA/RMA - Complete a minimum of 5 Self Study hours of the course material prior to the examination date.
Earn a passing grade of 70% or higher on the administered examination
CFP: 10 credit hours CIMA/CPWA/RMA: 5 credit hours

Credits approved are based upon the number of hours required to read and review the Self Study course material prior to the registered examination date.

Broker Educational Sales & Training, Inc. is a CFP Board Registered CE Sponsor. This Self Study course has been accepted by the CFP Board for 10 credits. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^TM, CFP®, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Top ↑

² Electronic Exam

Attendees will be given a link to the exam and an invite code to be able to take the electronic exam online. The exam will be graded instantaneously and Pass/Fail will be displayed immediately upon completion. Attendees will have access to unlimited retakes.

Exam will be accessible from the date of the webinar until 14 days after the end of the webinar.

Top ↑