BEST Virtual Super CE Event

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.

Self-Study Course Summary

The Advisors Guide to Retirement Planning

This course will focus on the five step retirement planning process and examine the various risk factors needed to be considered when developing a retirement plan for your client.

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.)

Overview

INSTRUCTOR: STEPHEN P. CLIFFORD
National Training Director at Broker Educational Sales & Training, Inc. (BEST)

Date: TUESDAY, APRIL 20, 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: $54.95 (USD)

PAYMENT INFORMATION:
  1. $54.95 for the event.
  2. Plus State Insurance filing fees when applicable.
  3. $10.00 per certificate for CFP®, CIMA/CPWA/RMA or other professional designations.

NOTE: Beginning in May Cost will be: $74.95 (USD)

PAYMENT INFORMATION:
  1. $74.95 for the event.
  2. Plus State Insurance filing fees when applicable.
  3. 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.

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Begin Registering Here

Thank you for your interest in our Virtual Super CE event. To begin registering, follow the detailed instructions listed below:

  1. 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 Subtotal: 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.
  3. Payment: DO NOT CLOSE YOUR WEB PAGE after you have finished paying for the webinar, you will either be automatically taken to the Webex Registration page OR you must click on the “Continue” button found at the bottom left of the online receipt page (NOT the emailed receipt). Print a copy of your receipt by clicking the Print this Page link at the top right of the page. If you are unable to attend the webinar purchased, credit will be provided for next available webinar. (CANCELLATION FEE: A $20.00 cancellation fee will apply for all refunds requested.
  4. Webex registration form: 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 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.)
  5. 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.

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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 PLANNERTM, CFP®, and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


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.


2021 Virtual Super CE Webinar Schedule

NOTE: Dates and times are subject to change.
*Please be aware that all times listed are Eastern Time Zone.

DATE
TIME*
SELF-STUDY COURSE
REGISTER
 
APRIL
 
 
Tuesday, April 20
Instructor: Stephen P. Clifford
1:00PM – 2:30PM ET
Thursday, April 22
Instructor: Edward J. Barrett
3:00PM – 4:30PM ET
 
MAY
 
 
Tuesday, May 25
Instructor: Stephen P. Clifford
1:00PM – 2:30PM ET
Thursday, May 27
Instructor: Stephen P. Clifford
3:00PM – 4:30PM ET

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