Simulated Live Webinar: 


Using Webinars to Train your People and Grow your Practice


With in-person training being put on hold for the foreseeable future, many firms have turned to virtual training. Did you know that there are different rules for granting CPE for virtual training (i.e., group internet based and QAS self study) as opposed to in-person training (i.e., group live)?


We cover the NASBA requirements, as well as give you “real-life” examples of how firms are providing CPE-eligible, virtual training to their professionals. We also discuss how webinars are a great way to get your experts in front of clients and prospective clients, providing you with actionable steps to promote and improve such offerings so that you can grow your practice.


Although we can't issue CPE credits for watching the recording, you'll still get all the information, and it's free!



Learning Objectives

By the end of this course, you should be able to:

  • Recall the NASBA requirements for issuing CPE credit in the Group Internet Based delivery method.
  • Identify ways to make your webinars more interactive and delight your audience. 
  • Select the best date, time, and topic for your webinar to increase the number of registrations and attendees.
  • Recall the pros and cons of various webinar platforms.
  • Identify ways to market your webinars to grow your contacts, create loyal customers, and increase your bottom line.

*CPE credits will not be awarded for watching the recording.