PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION
During this most challenging time, it is hard not to feel helpless in our efforts to help others, especially the most vulnerable and elderly. Knowing that financial planners are working to provide immediate support to many older and at-risk clients and their families, FPA is hosting this important conversation to help in those efforts. Join eldercare planning experts and educators Robert Mauterstock, CFP®, and Annalee Kruger as they present five actions to take right away to protect elderly clients during the COVID-19 crisis. Following their presentation, the audience will be invited to share ideas and ask questions with the goal of joining together and supporting each other in doing this important work during this critical time.
Not a member? Join FPA to gain immediate access to this course.
The How Do You Comply learning series, exclusively for FPA members, includes video presentations and resources created by leading legal and financial industry compliance and regulations experts to explain, explore and unpack what the SEC rule package and the CFP Board's Code of Ethics and Standards of Conduct mean specifically for financial planners.
CFP CE credit is not available for the on-demand recording of this program.
In this month’sJournalin the Round, the March Journal of Financial Planning contributors Elizabeth Jetton, M.Ed., CFP®, longtime financial planning thought leader, and FPA's business strategy coach Adam Kornegay, co-founder of Pathfinder, will discuss their action-oriented, step-by-step models for establishing and maintaining trust in planners' client relationships. In their articles, each present a powerful research-based argument for the critical need for financial planning professionals to intentionally improve their communication capabilities and integrate new behaviors into their client interactions starting with that first meeting. This roundtable conversation, and audience Q and A will be led by Kieran Rooney, CFP®, EA, one of the program's regular moderators.
Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.
NOTE: Non-members completing this course for CFP CE credit will be able to download a certificate of completion and self-report the credit to the CFP Board. FPA is not able to report CE credit for non-members.
Formats Available: Streaming, Live Event + Archive
The FPA Annual Conference is the largest gathering of CFP® professionals featuring the best minds in financial planning. The following recorded sessions from the FPA Annual Conference 2018 showcase some of the most popular and well-known speakers in the industry. Buy all 15 sessions, get a 30% discount, and up to 15 hours of CFP CE credit.
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