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.
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.
Marketing may not always be top of mind for planners. Join marketing gurus and contributors to July's Journal of Financial Planning Victor Gaxiola, Samantha Russell and Kali Hawlk for this open and honest forum on how busy planners can implement some quick, cost-effective marketing solutions, even some kickstarting ideas that can take just 10 minutes a day. The Q and A will be moderated by FPA Knowledge Circle host Peggy Doviak.
Join Eric Crittenden, chief investment officer 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.
In this informative and timely presentation, discover common mistakes, prevention strategies, and the latest on financial planning regulation and requirements needed to best protect client interests. With years of experience underwriting and insuring investment advisers, Markel’s Trent Williams, will shed light on topics ranging from arbitration statistics to cybersecurity.
Join FPA partners and insurance experts Michael Smith, president of CPS Horizon Financial, and Barry J. Fisher of Broadtower Insurance Solutions, Inc. as they discuss updates on the long term care insurance market, taking a deeper dive into the different solutions planners can provide to clients including hybrids, cost and plan design. Also covered are tips on starting this tough conversation and an analysis of LTCI for business owners.
Join this month's contributor to the Journal of Financial Planning, Steve Niehoffof the Pension Resource Institute (PRI), and Ed Gjertsen, current chair of the FPA PAC as they share their insights on what advisers should know and do to be compliant with the DOL ruling as it is on the books today. The panel and audience Q and A, will be moderated by an FPA Knowledge Circle host.