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For busy advisors continuing education (CE) credits often fall to the bottom of their to-do lists. Yet these are a requirements for maintaining certification.
Stephanie Sager, head of Orion Advisor Academy, discusses strategies and tools to make CE more accessible – and enjoyable- for advisors with full schedules including the Orion Advisor Academy’s free, mobile-friendly, on-demand platform with a growing content library and podcast episodes for advisors on the go. The platform provides CE credit accepted by the CFP board and the Investment and Wealth Institute.
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