AdvisorServe offers a wide range of CFP® board approved Continuing Education webinars. We are more than happy to deliver these to you as an individual or to your entire team. If you’re within driving range, we can deliver CE in person as a lunch and learn presentation as well. Here is a small sampling of the CFP® board approved courses we offer.

  • AdvisorServe Intro to Insurance
  • Extended Care Planning
  • Protecting Your Clients’ Retirement Income
  • The Roth Alternative
  • Using Life Insurance in Retirement Planning

Please also keep in mind that we are glad to create a unique presentation based specifically on what matters most to you.