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 How to Serve Clients in the Military
Rescheduled for 8-21-2018

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Learn more about how to serve the military community. Get unique insights about this community that will help you better serve those who have served. During this webinar, you’ll understand the challenges, opportunities and financial planning considerations when working with the military community.

Level of Complexity: Overview

Formats Available: Webinar + Archive
Original Course Date: August 21, 2018
On-Demand Release Date: August 16, 2018

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE How to Serve Clients in the Military
    Collapse Journal in the Round: Voices of the Profession on SEC Proposed Rules

    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

    A cornerstone of any profession is the willingness of those in the profession to have their voices heard on those policies that impact them, their businesses and their clients. Join our panel of advocacy experts and FPA volunteers that represent the FPA Member Advocacy Council (FPA MAC), and FPA Legislative and Regulatory Issues Committee (LRIC) as they will discuss how these groups participated in organizing and composing the Financial Planning Coalition’s public comment on the proposed SEC regulatory package. This panel discussion incorporates August's regulatory update and fiduciary theme of the Journal of Financial Planning. It will include an audience Q and A, and be moderated by an FPA volunteer.

    Level of Complexity: Overview

    Formats Available: Webinar + Archive
    Original Course Date: August 29, 2018
    On-Demand Release Date: August 30, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Voices of the Profession on SEC Proposed Rules
    Rebroadcasts