Learn - Comply - Certify - All Year.
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500+ Topics
250+
Packages
Ethics included
50+
Events
Live access
AI
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40+
Years of Experience4.6/5
Average Rating87%
Avg. Completion Rate150+
Number of CoursesGain insights into their journey, expertise, and professional impact.
Here’s what MYCPE ONE speakers bring to the tableDiscover ratings and feedback from learners who have gained valuable insights.
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KB
My favorite My CPE instructor! Always learn something!
JG
Well-done presentation
SY
Good.
VV
Estate planning for blended families helps ensure both a surviving spouse and children from prior relationships are protected through tools such as trusts and beneficiary planning. Strategic estate-transfer techniques can also reduce taxes, preserve family wealth, and provide.
CS
Thank you!
LL
great session
RW
speaker is really good
PJ
Drew Stephens is one of the best CPE instructors in my experience. Even made an Ethics course interesting and made me wish I had someone like him as a mentor earlier in my career.
VV
Investment Adviser Representatives (IARs) must act as fiduciaries, placing clients' interests first while maintaining honesty, transparency, confidentiality, and full disclosure of fees and conflicts of interest.
VV
Effective retirement planning combines income strategies, investment allocation, tax-efficient withdrawals, healthcare planning, and RMD management to help clients meet long-term retirement goals.
RW
very good speaker
VV
IARs should help retirees manage key financial risks including longevity, inflation, taxes, healthcare costs, market volatility, and Required Minimum Distributions (RMDs) through coordinated retirement-income planning.
Drew Stevens | CSA, CFF
Stevens Performance
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