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Select programs offer CE credit

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Wealth Planning Resource Center

Wealth planning resources for you and your clients around taxes, retirement, education and estate planning.

On-Demand Content

Explore expert-led programs that include eLearnings, videos, webinars and more. Each is designed to meet you where you are. Browse our catalog to find sessions that fit your needs, including those eligible for CE credit.

Wealth Planning CE Eligible

Actionable Tax Planning Strategies

The recent passage of the “One Big Beautiful Bill” Act represents the most comprehensive tax legislation since the Tax Cuts and Jobs Act (...

Webinar

Investment Education CE Eligible

Digital Assets: The Dawn of a New Asset Class

Dive into the transformative world of digital assets and blockchain technology, uncovering their fundamental mechanics and equipping yourself with str...

Webinar

Investment Education Non CE Eligible

Discovering Digital Assets

This series consists of nine concise videos, addressing various topics related to digital assets. Scroll through the carousel to select a video by top...

Video

Wealth Planning Non CE Eligible

Explore Your Options: Strategies for Cash Flow, Risk Management and Diversification

Managed options strategies can be a powerful tool for advisors to leverage with clients who have concentrated stock and are looking to mitigate downsi...

Course

Practice Management CE Eligible

Formulating a Strategic Plan | Part One: Your Strategic Vision

This two-part program is designed to provide leaders with a 7-step process to building an effective strategic plan. In part one, you’ll analyze...

Webinar

Investment Education CE Eligible

Infrastructure

Discover the compelling case for infrastructure as a cornerstone alternative investment in modern portfolios. This course explores the vast and growin...

Course

Live Program Library

Learn from industry experts in live sessions built to deliver timely insights and practical knowledge you can apply right away.

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Franklin Templeton Academy Wealth Planning

Year-End Charitable Giving: Understanding the New Tax Rules

October 28, 2026

New charitable deduction rules may affect year-end giving strategies. Bill Cass examines the changes for 2026 and considerations for taxpayers looking to align charitable goals with tax planning.

Franklin Templeton Academy Wealth Planning

A Checklist May Help Taxpayers Navigate Year-end Planning

October 21, 2026

Reviewing investments, estimating income, maximizing retirement savings and considering charitable donations are among many year-end planning ideas. Our Bill Cass shares a helpful checklist to use as a guide when planning.

Franklin Templeton Academy Wealth Planning

Year-End Planning Begins With Projecting Income

October 14, 2026

An income projection can provide an important starting point for year-end tax planning. Bill Cass explores key 2026 tax brackets and income thresholds that may help inform planning decisions before year-end.

Wealth Planning Resource Center 

Explore curated resources across education, estate, retirement and tax planning—designed to support meaningful wealth planning conversations with your clients.