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Regulatory Education
CE Credit Courses for Financial Advisors
CE on demand include "What you thought you knew about quantitative investing and low volatility stocks may be wrong", "Managing assets in retirement" and "Planning for your clients' life transitions"
Leveraging Technology & Data
Create, curate and connect: social media for advisors
Our topic today is social media – how to use it effectively as a financial advisor, why employing social media strategy is important, and some mistakes to avoid before you send out that first tweet.
Philanthropy
Creating a lasting impact through financial education and mentorship
As financial professionals, we think about objectively managing finances almost every day. But for many, a lack of financial education makes this a difficult and intimidating task.