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 Journal in the Round: Getting Real About Diversity


 

In this month’s program, we invited contributors to May's diversity-themed Journal of Financial Planning, Keith Beverly, CFA, CFP, and Kathleen Boyd, CFP, along with Gary Clement, CFP, to discuss and continue the candid conversation about diversity and inclusion in the profession. Led by host Robert Castillo, ADPA, the panelists will dig into the tough issues around diversity and inclusion that persist, despite the attention and efforts to create change in the profession. Topics will include the exploration of existing barriers, and impact-oriented strategies prescribed by the panelists to build an inclusive financial planning community with opportunity and access for the widest spectrum of people. This discussion will include an audience Q and A.

Not an FPA member? We want to make this important conversation open to all.
Please use the following code to register at no cost for this program.
Coupon Code: DIVERSITY19

Continue the Conversation
FPA Coaches Corner Spotlight: Optimizing Differences When Building Diverse Teams

with Sarah Dale of Performance Insights
May 30 at 4 p.m.
Learn more

Formats Available: Webinar + Archive
Original Course Date: May 29, 2019
ADD COURSEADD COURSE Journal in the Round: Getting Real About Diversity
Collapse Creating a Culture Built for Growth


Creating a sustainable enterprise is the key to achieving professional freedom and fueling long-term growth for your business. Creating a culture that can achieve your growth goals requires both the right business structure and leadership that inspires engagement, ownership, and responsibility for your next generation planners. Gallup research shows that at least 70 precent of the factors affecting the engagement of your team are within your control. Are you providing the culture where A-players can excel? Learn the essential elements of strategic leadership that can catalyze inspiration into execution and complete an “A-Employer Audit.”
 

Please note that if you register for this partner-sponsored webinar, you are opting to receive communication from this webinar's partner. For more information about FPA's privacy policy, click here.

Formats Available: Webinar + Archive
Original Course Date: June 05, 2019
ADD COURSEADD COURSE Creating a Culture Built for Growth
Collapse What is Keeping Financial Planners and Their Clients Up at Night?

   

 

New research from FPA, Janus Henderson Investors and Investopedia reveals the forces that are causing stress for financial planners and the clients they serve, and the tactics being employed to combat that stress. Join this panel discussion to explore the research and learn how to address the stresses of operating a financial planning practice and to better serve clients.

Formats Available: Webinar + Archive
Original Course Date: June 12, 2019
ADD COURSEADD COURSE What is Keeping Financial Planners and Their Clients Up at Night?
Collapse Difficult Conversations 3: Couples Dealing with Financial Infidelity


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

Part 3 of Difficult Conversations Three-Part Series


Financial planners are faced with a multitude of difficult conversations or situations with their clients. In the third of this series on this topic, Nathan Astle and Megan McCoy, Ph.D., LMFT, will discuss the challenges financial planners face when dealing with a couple’s financial infidelity or or when one client shares a secret they cannot share with their partner. A recent article in the Journal of Financial Therapy highlights the rates of financial infidelity in this country with 27 percent of couples admitting to keeping a financial secret from their partner, and 53 percent of couples reporting behaviors associated with financial infidelity. In part three of the Difficult Conversations Program Series, participants will develop introductory skills for managing couples in conflict and will know how and when to refer to a financial therapist for additional support.  

Formats Available: Webinar + Archive
Original Course Date: June 25, 2019

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Difficult Conversations 3: Couples Dealing with Financial Infidelity
    Collapse Journal in the Round: Exploring Cryptoassets for Clients

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

    Join the contributors of June's Journal of Financial Planning, Ryan Firth, CPA, CCFC, and Tyrone V. Ross Jr., as they discuss what planners should examine before allocating clients’ assets to cryptoassets. During this roundtable discussion, Firth and Ross will identify cryptoassets and their barriers, tax and fee-model considerations and more. This program will include an audience Q and A, and be moderated by Raymond Benton, CFP, CRPC, EA.

    Formats Available: Webinar + Archive
    Original Course Date: June 26, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Exploring Cryptoassets for Clients
    Collapse Planning for Health Care Costs in Retirement

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

    Health care costs are one of the top fears investors have about retirement. Together, Vanguard and Mercer Health and Benefits have developed a model to forecast health care costs for both pre-retirees and retirees in order to help them be prepared. Vanguard will discuss the latest research on these costs.

    Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Webinar + Archive
    Original Course Date: July 10, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Planning for Health Care Costs in Retirement
    Collapse Ethics CE: CFP Board

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


    This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.


    Level of Complexity: Intermediate

    Formats Available: Event
    Original Course Date: July 17, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Ethics CE: CFP Board
    Collapse Ethics CE: CFP Board

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


    This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.


    Level of Complexity: Intermediate

    Formats Available: Event
    Original Course Date: November 13, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Ethics CE: CFP Board
    Rebroadcasts