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: Navigating the Student Loan Landscape

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

In this month's Journal in the Round, Adam Minsky, J.D. discusses his article in the February issue of the Journal on managing student loans.  He will be joined by college planning expert Joe Messinger, CFP, to discuss the growing problem of massive student loan debt in the U.S., and the different types of  loans and repayment options that financial planners can know about to help clients navigate this challenging landscape. 

 

Level of Complexity: Intermediate

Formats Available: Webinar + Archive
Original Course Date: February 28, 2018

Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse New Retirement Planning Strategies after the Tax Cut and Jobs Act of 2017


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

     

    Join William Meyer, CEO at Income Solver, and William Reichenstein, Head of Research and Endowed Professor at Baylor University to learn how the recent tax cut will impact retirement planning, creating new opportunities and risks. You will also learn tax efficient withdrawal strategies and how to apply them to Social Security and Medicare.

    Formats Available: Webinar + Archive
    Original Course Date: March 21, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse Journal in the Round: Tech Now and For the Future

    In this month's Journal in the Round, March JFP contributor Envestnet's Molly Pandya, and our other expert panelists Kevin Hughes (MoneyGuidePro) and  Scott Huff (YoureFolio,) will weigh in on the current landscape, evalulating which technologies will have the biggest impact on the profession. 

    Formats Available: Webinar + Archive
    Original Course Date: March 28, 2018
    On-Demand Release Date: March 29, 2018
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    Rebroadcasts
    Collapse Practicing Ethics - Applying CFP Board Standards
    REBROADCAST

    PLEASE NOTE THAT THIS COURSE AND CE CREDIT ARE ONLY AVAILABLE FOR THE DATE AND TIME OF THE REBROADCASTED EVENT.

     

    Beginning with a meaningful discussion of ethical vs. moral vs. legal behaviors, this program focuses on CFP Board's Code of Ethics and Professional Responsibilities and its sensible applications in our daily practices. With thought provoking cases provided by CFP Board and FPA members, it explores the crucial role of a fiduciary standard and its impact on the public, the practitioner and the profession as we move forward.

     

    Level of Complexity: Intermediate

    Formats Available: Rebroadcast
    Original Course Date: March 14, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Practicing Ethics - Applying CFP Board Standards