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, Webinar + Archive
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- Planners, Aging Clients and Addressing Key Areas of Need

Please note that CE credit is only for the live version of the course, and not the recording.

Join April's Journal contributor Susan Kornegay, CFP, and eldercare consultant Annalee Kruger, president of Careright Inc., as they share their many years of experience and knowledge, offering tested strategies for planners when addressing what Kornegay identifies as the six major areas of needs and concerns that affect seniors and their families.  Their discussion is followed by a live Q and A, moderated by Betty Meredith, one of FPA's Knowledge Circle hosts.

Level of Competency: Overview

Formats Available: Webinar
Original Course Date: April 26, 2017

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round- Planners, Aging Clients and Addressing Key Areas of Need
    Collapse ETF Model Portfolios: What You Need to Know

    Exchange-traded funds (ETFs) have proven to be a valuable component for investors’ portfolios, ranging from the most sophisticated institutional money manager to the most novice of investors. As with any investment vehicle, to optimize the benefit from ETFs, planners, investment professionals, investors and traders must understand and use them effectively within their respective portfolios. This program has been carefully designed to balance the principles of portfolio management with applicable quantitative selection techniques for ETFs. 

    Level of Complexity: Intermediate

    Formats Available: Event
    Original Course Date: May 03, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE ETF Model Portfolios: What You Need to Know
    Collapse Is the Quality of Your Retirement Advice Losing Money for Your Clients?

     

    It's no secret that all retirement calculators are not created equal, and it's been well reported that the same inputs receive varying longevity results across retirement tools. Now, research shows that many of these calculators cheat investors out of six or more years of retirement income by using inefficient drawdown strategies.This discovery comes from the research article, "Tax-Efficient Withdrawal Strategies," published in The Financial Analysts Journal and written by William Meyer, CEO, Retiree Inc., and William Reichenstein, PhD, Co-founder, Retiree Inc. Join Retiree Income for this educational webinar to hear the research authors debunk the conventional wisdom around tax-efficient retirement withdrawals, which suggests that in investor should withdraw funds from one account at a time moving to the next one after the previous is exhausted, starting with tax-deferred accounts and moving to tax-exempt accounts. Meyer and Reichenstein will demonstrate that this conventional wisdom, which many retirement income tools are built on, is not the most tax efficient.

    Level of Complexity: Intermediate

    Formats Available: Webinar + Archive
    Original Course Date: May 10, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Is the Quality of Your Retirement Advice Losing Money for Your Clients?
    Collapse Neuroeconomics and the Science of Good Decision Making

    Obtain a basic understanding of Neuroeconomics and practical applications for incorporating financial planning techniques into your financial planning process thus enabling client's ability to make financial decisions at the right time. These decisions impact all aspects of financial planning including investment advice, estate planning, security, cash flow, etc.

     

    Level of Complexity: Overview

    Formats Available: Webinar + Archive
    Original Course Date: May 17, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Neuroeconomics and the Science of Good Decision Making
    Collapse 4 Easy Ways 529

     

    Join  this session for an in-depth look at how 529 college savings plans can help meet the different needs of clients of every generation. Learn about specific strategies to engage grandparents, Gen-Xers, Millennials, and employers that will deepen relationships and spur successful relationships across channels.

     

    Level of Complexity: Intermediate

     

    Formats Available: Event
    Original Course Date: May 18, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE 4 Easy Ways 529
    Collapse How to Utilize Text Messaging in Your Financial Practice

    FINRA 2017 and SEC 2017 Priorities Letters say the use of social media and other electronic communications are playing an increasingly important role in the securities business, and as a result your firm's compliance procedures and controls need to be aligned.  There are some serious risk exposures if you're outside of compliance including fines, suspension and barring from the industry. The bad news is that regulators general don't tell you what you can and cannot use or even when and how you must review electronic communication.We are acutely aware that text messaging is the fastest growing method of communication and we in the financial services industry need a solution to catch up with technology.  Our clients want to be able to communicate with their advisors more efficiently, so demand is driving change. In this course, advisers will learn what is important as they consider text messaging for their business and how a fellow adviser has made it easy to use.  It's not as challenging, as elusive, or as expensive as you might think.

     

    Level of Complexity: Overview

    Formats Available: Event
    Original Course Date: May 24, 2017
    ADD COURSEADD COURSE How to Utilize Text Messaging in Your Financial Practice
    Collapse Reverse Mortgages: The Cinderella of Retirement Planning?

    With 10,000 baby boomers turning 62 every single day and over $6 trillion in home equity amongst your senior clients, reverse mortgages just may be the late coming Cinderella to the retirement ball that fixes the retirement crisis we are facing. However, financial advisers have long looked at reverse mortgages as the "loan of last resort," the "ugly step-sister" of retirement planning stories. In this program, we will create a major paradigm shift in your thinking and discuss how recent program changes and groundbreaking research by the financial planning industry, and noted academics, have overwhelmingly proven the necessity of using reverse mortgages at the age of 62, not 82.  

    Level of Complexity: Overview

     

    Formats Available: Event
    Original Course Date: May 25, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Reverse Mortgages: The Cinderella of Retirement Planning?
    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