Earn continuing education credit.
On demand.

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[ "Business Building Ideas" ]
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One of the most effective ways to grow your practice is to continue learning new ways to serve your clients. Earn CE credit with this on-demand program.

How it works:

  • Launch the course (please read important notice below)
     
  • Pass the 10-question quiz
     
  • CE credit will be automatically filed on your behalf

Your Niche is Waiting: Wealth at Work

Laptop sitting on desk that reads what is your corporate client's most valuable asset? Primary residence? Retirement assets? Investment portfolio? Children's 529 plans?

 

What: Help guide highly compensated and executive-level corporate employees through wealth-building strategies in the workplace.

 

Why: This program can help you gain net new assets and reach more clients.

 

1 hour of CE credit: CFP, CPE, CIMA

TAKE THE COURSE

529 Plans: Best Practices and Estate Planning

Laptop on left side with image connected to large monitor on the right. Monitor reads Average estimated full-time undergraduate costs per year and has headphones resting on the top left corner of the monitor.

 

What: Guide families through the various benefits of 529 plans, including jump starting beneficiaries’ college savings and leveraging 529s for estate planning.

 

Why: This program can help you reach more high-net-worth clients and prospects.

 

1 hour of CE credit: CFP, CPE, CIMA

TAKE THE COURSE

Social Security Benefits: Understanding and Optimizing

Hands holding tablet. Tablet reads taxation of social security benefits at 85% level with $34,000 for single taxpayers and $44,000 for married taxpayers.

 

What: Better understand the Social Security system with terminology and strategies to help prepare and guide eligible clients.

 

Why: This program can help you reach and assist clients who are eligible or will be eligible for Social Security benefits.

 

1 hour of CE credit: CFP, CPE, CIMA

TAKE THE COURSE

IMPORTANT NOTICE: These courses are administered by a third party service provider. By clicking the "Take the Course" links, you will be directed to a website that is unaffiliated with Columbia Threadneedle Investments. 

 

BY USING THIS NON-COLUMBIA THREADNEEDLE INVESTMENTS SITE, YOU AGREE THAT COLUMBIA THREADNEEDLE INVESTMENTS SHALL NOT BE LIABLE FOR DAMAGES ARISING FROM OR RELATED TO YOUR USE OF THIS SITE.