Estate Planning Fundamentals for IARs: Ethics, Planning, and Client Maintenance Programs
Join Us for a Live CE Webinar
Strengthen your understanding of estate planning and earn 3 CE hours in Ethics and Professional Responsibility. This live Zoom course is designed specifically for Illinois Financial Planners and Investment Adviser Representatives (IARs) who want to stay current, better serve their clients, and refine their professional approach.
- Date: Wednesday, February 11, 2026
- Time: 8:30 – 11:30 AM CST
- Location: Live Online via Zoom
- Cost: No cost to attend
- CE Credit: Approved for 3 CE hours in Ethics and Professional Responsibility by NASAA
- Who Should Attend: Illinois Financial Planners and IARs
The session will be taught by Blinn Bates, Woods & Bates, P.C., and will focus on practical, ethics-centered guidance you can apply immediately in your advisory practice.
Take this opportunity to deepen your estate planning knowledge, meet ethics requirements, and better support your clients’ long-term needs.
Disclaimer. NASAA does not endorse any particular provider of CE courses. The content of the course and any views expressed are my/our own and do not necessarily reflect the views of NASAA or any of its member jurisdictions.
Register Now
- Please complete the form below to reserve your spot.
- Zoom access details will be provided via email prior to the webinar.