Many of our live webinars are free to members. Most live webinars are recorded, archived and available for viewing in your classroom 3 months after the live event. Click on the title below to register for a course.Important Note: Continuing education credit for LIVE programs will be automatically submitted and reported to CFP Board on your behalf based on full attendance. It typically takes 2 weeks for the course to be added to your CFP Board account.
Parents say paying for their children’s college education is a top financial goal, sometimes ranking ahead of retirement savings. Relatively few save in 529 plans and even fewer use prepaid tuition 529 vehicles. Private College 529 Plan is not limited by state restrictions and is an option financial advisers should consider when clients want the hope of private higher education for their children.
Please note that CE Credit is only available for the live presentation on the date and time of this event
Join May's Journal of Financial Planning contributors Brad Klontz and Kol Birke as they look at the powerful research and science being done on financial psychology, zeroing in on the practice-oriented techniques for planners to better understand, assess, and intervene in helping to shape the client financial beliefs and behaviors that can improve their financial and overall well-being. Their discussion is followed by a live Q and A, moderated by FPA Knowledge Circle host Barbara Kay.
Liquid alts are being allocated without understanding specific strategies. Join this session to discover how liquid alts are different from traditional funds and how to identify red flags. We will also review the regulatory and due diligence process for using liquid alts.
PLEASE NOTE THAT CE CREDIT IS AVAILABLE FOR LIVE EVENT ONLY. CREDIT IS NOT AVAILABLE FOR THE RECORDED PROGRAM.
Join June’s Journal of Financial Planning contributor Daniel Kern, and investment adviser David Edwards, founder of the Heron Financial Group | Wealth Advisors, as they discuss the impact of the “golden age” of investing in the “new normal.” Find out why financial advisers and their clients will need to adapt a less favorable outlook for markets, and how lowering return expectations doesn’t mean that returns will be negative. Their discussion is followed by a live Q and A, moderated by FPA Knowledge Circle host Roy Benton.