Helping advisors enable clients to achieve their financial goals

Advanced Search
  • Newsletter Log In
    • Insights & Education
      • Articles
      • AP Charts
        • Buffett Indicator
        • Margin Debt
        • Market Valuation
        • S&P Snapshot
        • Household Incomes
      • Commentaries
      • White Papers
      • Market Outlook
    • Topics
      • Browse All
      • Featured Topics
        • ETF
        • Financial Advisor Transition
        • Innovative ETFs
        • Municipal Bonds
        • Nuclear Energy
      • Other Topics
        • 529/College Planning
        • Active Fixed Income
        • Active Management
        • Alternative Investments
        • Artificial Intelligence
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Cash and Short-Term Funds
        • Closed End Funds
        • Commodities
        • Corporate Credit
        • COVID-19: Coronavirus Coverage
        • Cryptocurrencies
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Emerging Markets
        • Energy
        • ESG
        • Estate Planning
        • Evergreen
        • Exchange-Traded Products
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Fixed Income
        • Global Markets
        • Healthcare
        • High-Yield Bonds
        • Income
        • Inflation
        • Insurance & Annuities
        • Large Cap Growth
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Private Credit
        • Private Equity
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Risk Management
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Loss Harvesting
        • Tax Planning
        • Volatility/Downside Protection
        • Wealth Management
        • Women & Planning
    • CONTENT HUBS
      • Disruptive Technology Content Hub
      • Active ETF Content Hub
      • Energy Infrastructure Content Hub
      • Free Cash Flow Content Hub
      • Artificial Intelligence Content Hub
      • ETF Yield Content Hub
      • Faith Based Investing Content Hub
      • CoinShares Content Hub
      • Nuclear Energy Content Hub
    • Webcasts & CE Center
      • Virtual Events
      • CE Center
    • Podcasts & Videos
      • Gaining Perspectives Podcast
      • ETF of the Week Podcast
      • ETF Prime Podcast
      • All Podcasts
      • Videos
    • Firms
      • Browse All
    • Subscribe to Newsletter
    • AP Premium Membership
    • Advertise
    • Guest Submissions
    • About Us
    • Contact Us
    • Exchange
    • Insights & Education
      • Articles
      • AP Charts
        • Buffett Indicator
        • Margin Debt
        • Market Valuation
        • S&P Snapshot
        • Household Incomes
      • Commentaries
      • White Papers
      • Market Outlook
    • Topics
      • Browse All
      • Featured Topics
        • ETF
        • Financial Advisor Transition
        • Innovative ETFs
        • Municipal Bonds
        • Nuclear Energy
      • Other Topics
        • 529/College Planning
        • Active Fixed Income
        • Active Management
        • Alternative Investments
        • Artificial Intelligence
        • Asian/European Markets
        • Asset Allocation
        • Behavioral Finance
        • Breakaway Brokers
        • Buffer ETFs
        • Capital Growth
        • Cash and Short-Term Funds
        • Closed End Funds
        • Commodities
        • Corporate Credit
        • COVID-19: Coronavirus Coverage
        • Cryptocurrencies
        • Defined Benefits
        • Direct Indexing
        • Diversity & Inclusion
        • Divorce
        • Economic Insights
        • Emerging Markets
        • Energy
        • ESG
        • Estate Planning
        • Evergreen
        • Exchange-Traded Products
        • Factor-Based Investing
        • Fiduciary Rules
        • Financial Planning
        • Fintech
        • Fixed Income
        • Global Markets
        • Healthcare
        • High-Yield Bonds
        • Income
        • Inflation
        • Insurance & Annuities
        • Large Cap Growth
        • Leveraged and Inverse Funds
        • Life Events
        • Liquidity
        • Market Indicators
        • Mutual Funds
        • Outlooks
        • Portfolio Building
        • Practice Management
        • Private Credit
        • Private Equity
        • Real Estate
        • Retirement Income
        • RIA Independence
        • RIA Resources
        • Risk Management
        • Robo Advisors
        • S&P 500
        • Schwab IMPACT Conference
        • Separately Managed Accounts
        • Small Cap
        • Smart Beta
        • Social Media
        • Special Needs Financial Planning
        • Specialty Investments
        • Sustainable Investing
        • Target Date Funds
        • Tax Loss Harvesting
        • Tax Planning
        • Volatility/Downside Protection
        • Wealth Management
        • Women & Planning
    • CONTENT HUBS
      • Disruptive Technology Content Hub
      • Active ETF Content Hub
      • Energy Infrastructure Content Hub
      • Free Cash Flow Content Hub
      • Artificial Intelligence Content Hub
      • ETF Yield Content Hub
      • Faith Based Investing Content Hub
      • CoinShares Content Hub
      • Nuclear Energy Content Hub
    • Webcasts & CE Center
      • Virtual Events
      • CE Center
    • Podcasts & Videos
      • Gaining Perspectives Podcast
      • ETF of the Week Podcast
      • ETF Prime Podcast
      • All Podcasts
      • Videos
    Subscribe to newsletter Log In
    Advanced Search

    AP Premium

    AP Premium
    Webinar

    Ethics Training

    by Marguerita Cheng, CFP® of AP Premium, 10/17/22

    Led by Marguerita Cheng, CFP®, this live course fulfills the two-hour requirement for CFP Board-approved Ethics CE, as well as IWI and American College. It will educate financial professionals about the CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019. (Please note: You must be an AP Premium Member to register for this ethics webinar.)

    Webinar

    The Future of Advice: Trends Every Advisor Needs to Know

    by Suzanne Siracuse, Dr. Preston D. Cherry, Tyrone Ross, & Marguerita Cheng of AP Premium, 8/16/22

    The wealth management industry continues to grow and evolve. Savvy advisors need to stay up to date on the most relevant trends that affect both their clients and their practices. In this session, our panel of experts will address some of the most controversial and important topics that every advisor needs to know.

    Webinar

    Ask an Expert: Solving the Advisor Retirement-Income Dilemma

    by David Macchia & Kerry Pechter of AP Premium, 7/18/22

    David Macchia and Kerry Pechter will answer questions from advisors on topics related to retirement-income planning. This webinar is part of our ongoing, Ask an Expert, sponsored by AP Premium.

    View More

    Firm Links