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: Client Trust and Communication in the Age of Massive Change

PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT THE RECORDING

We have entered a time of unprecedented political and economic change that directly impacts our work as financial planners. In this month's Journal in the Round, Dennis Stearns, a CFP practitioner and one of the financial industries' leading scenario experts and futurists, and Dr. Gary Bradt, a top expert on managing through change, will discuss how to frame the conversations, helping clients prepare for change with  targeted questions and solutions that can help them feel more in control of their destiny. 

Level of Complexit: Intermediate

Formats Available: Webinar + Archive
Original Course Date: October 25, 2017

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Client Trust and Communication in the Age of Massive Change
    Rebroadcasts