Continuing Education image

Beta Education is committed to providing premier education to meet the needs of the financial professional.  We will shortly be offering a menu of online CE sessions.

The Process

We continue our sweet Learn - Reinforce - Apply - Test approach so that participants can immediately apply the concepts in their practice.

  • Learn - Recorded Flash Presentation with available powerpoint slides
  • Learn - Session can easily be given live or by conference call upon request
  • Reinforce - Sequential practice questions that reinforce (brilliant, right??) the material
  • Apply - More practice questions, often situational

(CE time is granted for approximate time taken to do practice questions)

  • Test - Pass the test to receive CE

WARNING - If you have taken my designation training in the past, my sense of humor has not gotten any better!

Additional Benefits

  • Automatic CFP CE Submission
  • Automatic receipt of Certificate of Completion


  • Benchmarking and Active Investments 
  • Value-at-Risk                                      
  • A closer look at muni bonds                 

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