Upcoming Live Webinars

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.


Upcoming Events
Collapse FPA Resource Center: Help Clients Cut the Cost of College!

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.

Formats Available: Streaming
Original Course Date: March 30, 2017
On-Demand Release Date: Available Now
ADD COURSEADD COURSE FPA Resource Center: Help Clients Cut the Cost of College!
Collapse Journal in the Round: Behavioral Finance and Blending Theory With Your Practice

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.

 

Level of Complexity: Overview

 

Formats Available: Event
Original Course Date: May 31, 2017

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Behavioral Finance and Blending Theory With Your Practice
    Collapse An Introduction to Long-Term Care Planning

    Protect your clients from the potential high cost of long-term care. Discover options for care, funding considerations, and how you can help clients plan ahead.

     

    Level of Complexity: Overview

    Formats Available: Event
    Original Course Date: June 07, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE An Introduction to Long-Term Care Planning
    Collapse Liquid Alts: Trading Strategies and Red Flags

    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.

    Formats Available: Event
    Original Course Date: June 21, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Liquid Alts: Trading Strategies and Red Flags
    Collapse Journal in the Round: Investing after the End of the Golden Age

    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.
         

     

    Formats Available: JIR LIVE
    Original Course Date: June 28, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Investing after the End of the Golden Age