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Earn CE credits

We’re here to support you in growing your business and helping your clients build better financial futures. Explore our Continuing Education (CE) courses and actionable resources on today’s key topics.

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Earn tomorrow’s clients

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The growth formula

Increase your business’s growth trajectory by applying best practices from successful advisors to manage the demands on your time and dedicate more time to clients. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

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BlackRock Business Consulting BlackRock Business Consulting

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Attract more clients with your unique story

Learn how to craft your unique and authentic story that shows clients the real you and what makes you different from other advisors.

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NON-CE COURSE

Create a high-impact social media strategy

Learn how to determine the highest-impact social media platform for your business, source high-quality content to feed your channels and best engage on each of the different platforms.

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NON-CE COURSE

Communicate proactively for M&A success

Learn how to use clear, consistent, and empathetic communication to inspire trust within your team and reassure clients during times of change.

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Earn tomorrow’s clients

Investor demographics are changing. Explore characteristics of key investor communities and best practices around engaging tomorrow’s clients. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

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Earn tomorrow’s clients Earn tomorrow’s clients

Investing basics Investing basics

Health & wealth Health & wealth

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Transform Social Security into a winning retirement strategy

Understand collection basics to help your clients maximize their benefits while boosting loyalty and increasing referrals. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

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Incorporate Social Security to grow Incorporate Social Security to grow

Social Security benefits estimator Social Security benefits estimator

Social Security advisor guide Social Security advisor guide

Engaging women investors

Understand the unique investing needs and challenges that women face to help build trusted relationships and grow your practice. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

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Empower women Empower women

BlackRock Model Portfolios for Women BlackRock Model Portfolios for Women

How to engage women investors guide How to engage women investors guide

Certificate programs by Willow Willow Certificate programs

Markets & portfolios CE credits

In the know: September 2024 outlook

Hear our experts discuss market perspectives and portfolio strategies amid speculation of rate cuts, tax season and the U.S. elections. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

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Insights Hub Insights Hub

BlackRock Investment Institute BlackRock Investment Institute

Advisor Outlook Advisor Outlook

Tax foundations

Optimizing after-tax returns can help investors keep more of what they earn. Learn why managing taxes matters and how to adapt your investment process. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA (Tax & Reg), CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

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Fill First client one-pager Fill First client one-pager

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Portfolio construction

A streamlined approach to managing client portfolios can help you grow your practice and help your clients invest with confidence. Learn about our four-step process to building and managing client portfolios.

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360 Evaluator tool 360 Evaluator tool

Unlock time in your investment process worksheet Unlock time in your investment process worksheet

Four steps to build a benchmark worksheet Four steps to build a benchmark worksheet

Alternatives: Think beyond 60/40

Alternative investments like private equity and credit can play a valuable role in today’s market. Learn why and how to allocate to alternatives in client portfolios. CE Credit: 1.0 AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC

Watch & answer for CE credits Watch & answer for CE credits

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BlackRock Alternatives BlackRock Alternatives

Expected Return Analyzer Expected Return Analyzer

Private markets for advisors Private markets for advisors

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Explore additional courses on key wealth themes and concepts driving today’s markets.

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