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

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Voices of the Profession on SEC Proposed Rules
    Collapse The Overdue Marriage of Goals-Based Advice and Behavioral Economics


    The simple but often overlooked question in goals-based planning is how do planners come to know the absolute and relative importance of our clients' goals. In the second of his Inside Client Behavior series focusing on applied behavioral economics, Professor Shachar Kariv will identify ways to evolve goals-based planning by introducing scientific methods of client understanding. Kariv will cover relevant concepts from multiple Nobel prize winning economists, explaining how behavioral economics can elegantly address the core question of what is important to clients.

    Level of Complexity: Intermediate (Builds upon knowledge in an overview level/assume working knowledge of topic. For CFP with previous exposure/3 years experience.)

     

    Formats Available: Webinar + Archive
    Original Course Date: September 25, 2018
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE The Overdue Marriage of Goals-Based Advice and Behavioral Economics
    Collapse How to Build a Cyber Dream Team

    Join Brian Edelman, CEO of FCI as he explains how to build a cyber dream team to empower an organization and keep clients’ information safe. Learn what regulators need to know in the event of a cybersecurity attack. 

    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: October 16, 2018
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE How to Build a Cyber Dream Team
    Collapse The Role of Annuities in Wealth Management

     

     

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

    Rising interest rates have increased the attractiveness of annuity payouts. Longevity has increased while pension coverage has decreased, and products have evolved, including low cost, commission-free, RIA-friendly annuity options. This webinar will examine the pros and cons of using annuity income, guarantees on deferred annuities, fixed indexed annuities, and longevity annuities to maximize the ability to meet future financial goals. Goals-based Monte Carlo simulations will visually demonstrate how various annuity options can meet lifelong spending goals. Leave the session with a deep understanding of the past use of annuities and present opportunities for leveraging annuities in wealth management.

    Intermediate: Builds upon knowledge in an “overview” level / assume working knowledge of topic. For CFP with previous exposure / 3 years experience

     

     

    Formats Available: Webinar + Archive
    Original Course Date: October 24, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Role of Annuities in Wealth Management
    Rebroadcasts
    Collapse Practicing Ethics - Applying CFP Board Standards
    Rebroadcast

    PLEASE NOTE CE CREDIT IS ONLY AVAILABLE FOR THE LIVE REBROADCAST OF THIS EVENT.

    Beginning with a meaningful discussion of ethical vs. moral vs. legal behaviors, this program focuses on CFP Board's Code of Ethics and Professional Responsibilities and its sensible applications in our daily practices. With thought provoking cases provided by CFP Board and our members, it explores the crucial role of a fiduciary standard and its impact on the public, the practitioner and the profession as we move forward.

    Level of Complexity: Intermediate

    Formats Available: Webinar
    Original Course Date: September 12, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Practicing Ethics - Applying CFP Board Standards