Our free Federal Income Tax and Social Security & Medicare Reference guides are indispensable resources. The Federal Income Tax Guide keeps you updated on tax rates and regulations, ensuring you provide your clients with the latest insights. Meanwhile, the Social Security & Medicare Reference Guide equips you with comprehensive information to navigate these critical topics, enhancing your advisory services and benefiting your clients’ financial well-being. (No business or personal information required for download.)

Download tax guide

Download reference guide

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Financial / Insurance Calculators & Websites

Discover a wealth of online calculators and informational websites tailored to your needs. Our extensive resources cover essential areas such as financial planning, retirement calculations, investment analysis, and insurance needs assessment, empowering you to provide comprehensive guidance and services to your clients.

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STATE REQUIREMENT UPDATES

Stay Up-to-Date on Your
State Insurance CE Requirements

Easily access vital information about state insurance license renewal dates, continuing education (CE) requirements, and more by visiting our State Requirements page. Stay informed and streamline your compliance process with this valuable resource.

View updates here

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FEATURED COURSE(S)

CE Credits

Meet Your Mandatory CE Requirements

Course Spotlight: “Non Qualified Deferred Compensation Plans and Ethical Practices”

Course Summary: This continuing education course is designed for financial and insurance professionals to deepen their understanding of Nonqualified Deferred Compensation (NQDC) plans and ethical practices in the insurance industry. By the end of the course, participants will be equipped with comprehensive knowledge and practical skills to design, manage, and advise on NQDC plans effectively, while adhering to ethical standards and regulatory compliance.
CE Credit Hours:

State Insurance: up to 20 hours for State Insurance.
(varies by state)
Professional Designations:

20 hours for CFP®
20 hours for IWI (CIMA® / CPWA® / RMA®)

IAR: 12 hours (split-course)

6 hours of Products and Practices
6 hours of Ethics and Professional Responsibility

Format(s): Self-Study
Audience: Financial and Insurance Professionals

Online IAR only course

Self-Study courses

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B.E.S.T. CE PROGRAMS

Take Our Online or Self-Study Courses at
Your Own Pace and Take Advantage of
Affordable Prices

As a nationally approved provider by the State Insurance, CFP®, IWI, and IAR Boards, we offer courses that cover a wide range of topics relevant to your practice. Enroll in our online or self-study CE courses and reap the benefits of:

Convenience: You can take our courses from anywhere, at any time.
Affordable pricing: Prices start at $13.95.
High-Quality: Created by a top-notch expert in the financial planning field.
Up-to-Date course content: We regularly update our courses to ensure that you’re learning from the most current information.

Start learning today! Click on the button below to learn more about our online or self-study CE courses.

Note: California, Florida and Texas are the only states available for online CE courses.

Order online CE courses

Purchase Self-Study CE courses

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CFP Ethics Webinar

Meet Your 2-hour CFP® Ethics Requirement

Also approved for 2 CE credit hours of CIMA®/CPWA®/RMA® and IAR Ethics

Date: Wednesday, July 18, 2025 | Time: 2:00PM - 4:00PM ET | Cost: See below*

2-hour live webinar presentation: Ethic CE CFP Boards Revised Code and Standards Ethics for CFP Professionals (Course#: 277681) - No exam required.

This webinar is approved by the Certified Financial Planner Board of Standards, Inc. and fulfills the requirement for CFP Board approved Ethics CE. It is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct. This webinar presentation does NOT include state insurance CE credit.

*Cost options per license type:

CFP® credit ONLY: $61.50
IWI credit ONLY: $59.00
IAR credit ONLY: $65.00
CFP® credit PLUS IWI credit: $86.50

CFP® credit PLUS IAR credit: $92.50
IWI credit PLUS IAR credit: $90.00
CFP® credit PLUS IWI credit PLUS IAR credit: $117.50

NOTE: Additional fee includes CFP Board fee of $1.25 per credit hour/per student. If you add IAR CE credits, there is also an additional IAR’s governing board filing fee of $3.00 per credit hour/per student. (IAR CE credits are approved in the states that have adopted the NASAA Model Regulations.)

Registering includes the following three web pages: (each may open in a separate window)

Payment: Enter your payment information. A detailed breakdown of costs and fees will appear before you confirm your payment.
Attendee Registration: Fill out the Attendee Registration form to provide your contact details and any other information necessary to receive your CE credit.
GoToWebinar Registration: Enter your First Name, Last Name and Email Address, then click the ‘Register’ button to complete registration for the live webinar.

NOTE: Do not close any of your web pages / browsers
until you are completely done registering. (SEE ABOVE.)

CFP®: This program fulfills the requirement of CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct, which is effective July 1, 2024.

IWI: Investments & Wealth Institute® (IWI) has accepted this CFP® Ethics webinar for 2 hours of CE credit towards the IWI certifications. (CIMA®, CPWA® and RMA®)

NASAA (IAR) Disclaimer: “NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.”

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IAR CE Programs

Meet Your 6-hr or 12-hr IAR CE Requirement—Online and On Your Schedule!

B.E.S.T. offers two comprehensive courses to help you meet your IAR CE requirements:

6-Hour Ethics and Professional Responsibility Course
12-Hour Guide to Social Security and Ethical Practices Course
(6 hours Products & Practices + 6 hours Ethics)

Ethics for Financial and Insurance Professionals (6-hour)

Course #: C27297 | 6 CE Credit Hours | Starting at $47.95*

This course is specifically designed to fulfill the 6-hour Ethics and Professional Responsibility CE requirement for Investment Adviser Representatives (IARs).

What’s Included in the Course:

6 CE credit hours focused on Ethics and Professional Responsibility
- *$18 Governing Board Fee included in the cost

Online Exam:

60-question online exam
To pass, achieve a 70% or higher score (Maximum of three (3) attempts allowed by NASAA).

Bonus Credits:

6 CE credit hours for CFP® certification
6 CE credit hours for IWI certifications (CIMA® / CPWA® / RMA®)

Ready to Enroll?

Ensure your compliance with minimal time commitment, all online, and at a competitive price. Don’t miss out—Start Today and meet your IAR CE requirements with confidence!

Enroll now!

Guide to Social Security and Ethical Practices (12-Hour - split course)

Course #1: C26873 | Course #2: C26874 | 12 CE Credit Hours | Starting at $69.95*

This in-depth course is designed to equip financial advisors with essential knowledge on Social Security programs, rules, and regulations, guiding you through the complexities that impact your aging Baby Boomer clients, their spouses, and dependents. Gain the expertise you need to better serve your clients while fulfilling your IAR CE requirements.

What’s Included in the Online Course:

12 CE Credit Hours Total:
- 6 CE credit hours on Products and Practices
- 6 CE credit hours on Ethics and Professional Responsibility

Online Exam:

120-question online exam
To pass, achieve a 70% or higher score (Maximum of three (3) attempts allowed by NASAA).

Bonus Credits:

10 CE credit hours for CFP® certification
10 CE credit hours for IWI certifications (CIMA® / CPWA® / RMA®)

Why Choose This Course?

Comprehensive and up-to-date content designed to meet all your IAR CE needs.
Flexible online format allows you to complete the course at your own pace.
Competitive pricing that includes all required fees.
Equip yourself with practical knowledge to guide your clients through the complexities of Social Security while maintaining high ethical standards.

Get Started Today

Don’t miss the chance to stay compliant while expanding your expertise. Sign up now and fulfill your IAR CE requirements in one go!

Start today!

NOTE: Additional fee includes IAR’s governing board filing fee of $3.00 per credit hour/per student. If you add CFP CE credits, there is also an additional CFP Board fee of $1.25 per credit hour/per student. (IAR CE credits are only available for states that have adopted the NASAA Model Regulations.)

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DISCLAIMER

Unauthorized reproductions of Advisor News Insight newsletter are strictly prohibited. However, you are permitted to forward this newsletter (in its entirety) to colleagues via email. Under no circumstances should this newsletter be posted on any website without prior written consent from Broker Educational Sales & Training, Inc. (B.E.S.T.).

Please note that this newsletter comprises information gathered from various web-based sources, and B.E.S.T. does not assert authorship of the material unless explicitly mentioned. The articles contained herein are copyrighted by their respective publishers. While we have taken measures to verify the functionality of all included links, we cannot guarantee their continuous operation, as publishers may relocate or remove content.

It is important to understand that B.E.S.T. neither endorses nor assumes any responsibility or liability for the accuracy, content, completeness, legality, or reliability of the material linked to in this newsletter. The opinions expressed within this newsletter belong solely to the author and do not necessarily represent the viewpoints of B.E.S.T.

Readers are strongly encouraged to rely on the information provided herein ONLY AFTER conducting their independent review of its accuracy, completeness, effectiveness, and timeliness.

THIS NEWSLETTER SERVES SOLELY FOR INFORMATIONAL PURPOSES AND
DOES NOT CONSTITUTE INVESTMENT, TAX, ACCOUNTING, OR LEGAL ADVICE.

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B.E.S.T. INFORMATION / SERVICES

B.E.S.T. Links

Corporate Website	Super CE	State Insurance CE

CFP/IWI/IAR CE	Book a Speaker	(800) 345-5669

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Resources

Access a robust suite of resources at your fingertips, encompassing calculators, informative websites, quick-reference guides for taxes, Social Security, and Medicare, as well as monthly newsletters and recorded webinars. Gain a wealth of knowledge and stay up-to-date with ease through our comprehensive offerings.

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ADVISOR TOOLS

Free 2025 Federal Income Tax and Social Security & Medicare Reference Guides

Financial / Insurance Calculators & Websites

STATE REQUIREMENT UPDATES

Stay Up-to-Date on Your State Insurance CE Requirements

FEATURED COURSE(S)

CE Credits

Meet Your Mandatory CE Requirements

B.E.S.T. CE PROGRAMS

Take Our Online or Self-Study Courses at Your Own Pace and Take Advantage of Affordable Prices

Free 2025 Federal Income Tax and
Social Security & Medicare Reference Guides

Stay Up-to-Date on Your
State Insurance CE Requirements

Take Our Online or Self-Study Courses at
Your Own Pace and Take Advantage of
Affordable Prices