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  Overview Form CRS



 

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

THIS COURSE IS FOR FPA MEMBERS ONLY
Not a member? Join FPA to gain immediate access to this course. 
 

Didn’t read the 524-page rule and explanations for the new SEC Form CRS Summary? No problem, the law firm of Carr Butterfield, LLC will break down what it means for financial planners. This is your chance to find out what financial firms are required to provide in their Form CRS summaries for delivery to clients. This webinar is the third in a series of SEC webinars that FPA and Carr Butterfield, LLC will be presenting to FPA members. 

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

Formats Available: Live Event + Archive
Original Course Date: November 26, 2019

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE  Overview Form CRS
    Collapse Succession Planning for Practice Owners


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

    All businesses need succession planning. Clients, customers, and employees want to know what happens when the founder steps down. Yet founders predictably hesitate to plan. FP Transitions has developed succession plans for a variety of professional service companies, including IT firms, dental offices, creative agencies and, of course, financial planners, and has identified common challenges and solutions. There is no "one-size-fits-all" path but entrepreneurs can take the first steps by asking themselves a few key questions. By understanding the challenges and options, planners will be better prepared to address succession planning for their clients and business.

    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: Live Event + Archive
    Original Course Date: December 04, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Succession Planning for Practice Owners
    Collapse Journal in the Round: Future of the Profession

    Save the date for December's Journal in the Round. More information coming soon!

    Formats Available: Live Event + Archive
    Original Course Date: December 18, 2019
    ADD COURSEADD COURSE Journal in the Round: Future of the Profession