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: Succession Planning and Knowing What Your Practice Is Worth

In this month's Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his "valuation mantra," and the insights on value and valuation that all financial planners need to know.  He will be joined by George Hartman of Market Logics, and the discussion will be moderated by FPA Knowldege Circle host Emily Chiang.

Formats Available: Webinar + Archive
Original Course Date: November 29, 2017
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Collapse Achieving True Diversification: How Alternatives Can Add Balance to a Portfolio

 

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

 

Join Alex Clark, product manager at Longboard Asset Management, and Ray Benton, CFP®, host of FPA's Investment Planning Knowledge Circle in this interactive discussion. In additon to providing tips on choosing an alternatives strategy and asset manager that best suites a clients' needs, they will examine common pitfalls in identifying quality within the category and allocating appropriately to receive a meaningful, diversification benefit.

 

Formats Available: Event
Original Course Date: December 06, 2017

Approved Credit:
  • FPA: 0.50 hours CFP CE

  • ADD COURSEADD COURSE Achieving True Diversification: How Alternatives Can Add Balance to a Portfolio
    Collapse A New Look at Reverse Mortgages - An Emerging Retirement Income Planning Tool

     

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

     

    An adviser's biggest challenge today is often how to make income and assets last through an ever-lengthening retirement span. Strategic use of a Home Equity Conversion Mortgage (aka HECM or "reverse mortgage") can deliver improved retirement income plans and increased chances of portfolio survival in a long retirement, as demonstrated by research from The American College of Financial Services and other noted universitites. Join Becky Bell, CFP® to learn how to take reverse mortgage concepts and turn them into compliant strategies for your clients.

    Formats Available: Event
    Original Course Date: December 13, 2017

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE A New Look at Reverse Mortgages - An Emerging Retirement Income Planning Tool
    Rebroadcasts