Financial Planner Workshops & Classes

Cutting-Edge Industry Updates!

The mortgage and housing industry is always shifting. EdgeU classes and workshops keep you up-to-date on the latest developments to give your clients the added edge when it comes to financial decisions.

Current LIST of CFP & CPA CE Courses.

Get Started Today!

Clickbelow to view our current classes and monthly workshop schedule.


Make It A Team Event!

Interested in group education sessions for your whole team?  EdgeU is happy to offer individualized workshops and informational sessions for you and your office team. Contact us below to get started on scheduling a group event!


Continuing Education (CE) Credits

Completion of EdgeU classes and workshops grant a number of CE credit hours depending on the session. Check out our workshop and class listings to learn about the specific number of credit hours each session will earn you.

CFP related articles:

Check out this article  that illustrates Four Ways to Save Time and Improve Your Process for Financial Advisors

Would you like Three Ways to Increase Client Referrals?  We cover Three Ways Financial Advisors can increase their client referrals in this article.

Why Mortgage Planning is FINRA Compliant - this article helps Financial Advisors understand how and why mortgage planning is compliant with FINRA regulations.

In this article, How the Fiduciary Rule Impacts Mortgage Planning, we illustrate why the Fiduciary Rule makes it more important than ever for a Financial Advisor to include a mortgage and real estate discussion during the financial planning process.

 

missed the previous session in the workshop series?

No worries! With EdgeU you have the freedom to take the workshop sessions in any order you like!