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: Doing Online Content Right to Gain More Clients


 

In this month’s program, July Journal for Financial Planning contributor, Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan. The roundtable is an interactive discussion with the panel and audience, skillfully led by regular Journal in the Round moderator and FPA member Terry Bradford-Crane, MBA, Candidate for CFP Certification.

Formats Available: Live Event + Archive
Original Course Date: July 31, 2019
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Collapse Ethics CE: CFP Board

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


This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP professionals on CFP Board's new Code of Ethics and Standards of Conduct effective October 1, 2019.


Level of Complexity: Intermediate

Formats Available: Event
Original Course Date: November 13, 2019

Approved Credit:
  • FPA: 2.00 hours CFP CE

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