ENTER WEBINAR DESCRIPTION HERE
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.
His firm has trained thousands of advisors and financial professionals across Fortune 500 companies, major custodians, broker-dealers, asset managers, and global investment banks. Optimal AdvisorAI helps teams simplify AI and adopt it effectively, delivering training built by financial professionals for financial professionals.
With over 3,000 hours and 10,000+ prompts tested in real-world financial use cases, Craig has learned how to get better answers from AI: answers that are clear, useful, and relevant to how financial professionals work.
Prior to Optimal AdvisorAI, Craig co-founded two alternative mutual fund companies and served as a consultant to asset management firms and investment advisors, emphasizing innovation in the sector. In addition, he contributes as an advisory board member to the U.C. Berkeley Extension Personal Financial Planning program, influencing the development of future financial advisors.
His interests also include blockchain technology and asset tokenization, for which he has earned certifications. A University of California, Berkeley alum, Craig holds a Bachelor of Science in Finance.
