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: Estate Planning For Digital Assets

CE IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT ANY RECORDING

In this month's Journal in the Round, April contributors Richard Ploss and Michael A. Dribin discuss their articles on estate planning for digital assets,including both the fiduciary and practical aspects of advising clients in this new and dynamic area of the law and financial planning. The conversation and audience Q and A will be moderated by FPA's Bill Harris. 

Level of Competency: Intermediate

Formats Available: Webinar + Archive
Original Course Date: April 25, 2018

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Estate Planning For Digital Assets
    Collapse Journal in the Round : Behavioral Finance and Delivering Financial Well-Being

    Please Note CE credit is only available for the live presentation

    In this month's Journal in the Round,  Dr. Shachar Kariv, chief scientist of TrueProfile, one of the world’s top game and decision theorists and the recent chair of economics at UC Berkeley, will join Think to Perform CEO Doug Lennick to discuss their passion for behavioral finance and its essential role is shaping the future of financial advice. 

    Formats Available: Webinar + Archive
    Original Course Date: May 16, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round : Behavioral Finance and Delivering Financial Well-Being
    Collapse Extending the Adviser

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

     

    The need for retirees to implement informed portfolio spending strategies is more critical and complex than ever. Join Hank Lobel, CFA, CFP®, an investment analyst with Vanguard’s Investment Strategy Group, for this webinar as he takes an in-depth look at Vanguard’s three-pronged retirement spending strategy that can be customized to meet your clients' unique goals.

     

    Level of Complexity: Intermediate

    Formats Available: Webinar + Archive
    Original Course Date: May 23, 2018
    ADD COURSEADD COURSE Extending the Adviser
    Collapse The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable

    The FPA and Janus Henderson research shows that when it comes to succession planning, many financial planners are stuck. In fact, 51% reported that finding the right successor to their business is their top reason for hesitating to create a succession plan. 

    Join in this interactive, unique discussion that will empower you to jump-start the planning process, providing  solid guidelines for identifying potential successors and for developing a goal oriented plan towards a easier transition to whatever comes next. 

    Formats Available: Webinar + Archive
    Original Course Date: May 30, 2018
    ADD COURSEADD COURSE The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable
    Rebroadcasts