The Advisors Guide to
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.)
“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
INSTRUCTOR: STEPHEN P. CLIFFORD
National Training Director at Broker Educational Sales & Training, Inc. (BEST)
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
Cost: $74.95 (USD)
- $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.