NASAA IAR CE Resources

This course provides a concise overview of the Investment Adviser Representative (IAR) Continuing Education (CE) requirements. Participants will explore the history and purpose of the IAR CE rule, understand basic requirements across categories such as Products and Practice and Ethics and Professional Responsibility, and learn to identify approved course providers. The course will also cover managing and tracking CE credits using tools like FinPro, as well as navigating professional designations and dual registration. Knowledge assessments will reinforce learning, equipping participants to confidently comply with IAR CE requirements.  Upon registering for this course, you will be charged a non-refundable $1.50 reporting fee. After successfully passing the course assessment, this course will grant the IAR 1/2 credit of Products & Practice credit. Read more