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Collapse Journal in the Round: Estate Planning

Join April's estate planning-themed Journal in the Round. Check back for program details.
 

Journal in the Round is FPA's monthly, online panel roundtable where writers and contributors who are featured in the current issue of the Journal of Financial Planning, and other experts, discuss, illuminate, and debate the ideas in their article and the issue. The discussion and live Q and A is moderated by a Journal in the Round moderator, which is an FPA member and volunteer, and has experience hosting the program. 
 

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FPA Members: Listen to on-demand programs at no charge

Formats Available: Live Event + Archive
Original Course Date: April 29, 2020

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Estate Planning
    Collapse Five Actions to Help Your Elderly Clients During the COVID-19 Crisis

    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. 

    Formats Available: Live Event + Archive
    Original Course Date: April 15, 2020

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Five Actions to Help Your Elderly Clients During the COVID-19 Crisis
    Collapse Journal in the Round: Building Client Trust Requires Intention and Action

    CFP CE credit is not available for the on-demand recording of this program.

    In this month’s Journal in 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
    Original Course Date: March 25, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Building Client Trust Requires Intention and Action
    Collapse The Financial Planner


     

    The Financial Planner's Guide to College Funding Advice teaches a proven, step-by-step process for helping families manage their college-education investment. This eight-module, self-study course explains the scope and character of the student loan crisis, demystifies financial aid, provides a repeatable end-to-end process, uncovers tax strategies for college-bound families, and more. 

    Please note: Planners must complete the entire course (eight modules and quizzes) to receive CFP CE credit.

    Joe Messsinger, CFP®, is the course presenter and a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started Capstone Wealth Partners because of his struggles at large national firms to find and provide good financial advice,especially in the area of college planning. The large national firms seemed to focus on selling products to clients. After months of soul-searching, Messinger and his partner formed Capstone College Partners, an independent fee-only practice, with the intent of creating client relationships built on trust.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: February 18, 2020

    Approved Credit:
  • FPA: 11.00 hours CFP CE

  • ADD COURSEADD COURSE The Financial Planner
    Collapse The Financial Planner


     

    The Financial Planner's Guide to College Funding Advice teaches a proven, step-by-step process for helping families manage their college-education investment. This eight-module, self-study course explains the scope and character of the student loan crisis, demystifies financial aid, provides a repeatable end-to-end process, uncovers tax strategies for college-bound families, and more. 

    Please note: Planners must complete the entire course (eight modules and quizzes) to receive CFP CE credit.

    Joe Messsinger, CFP®, is the course presenter and a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started Capstone Wealth Partners because of his struggles at large national firms to find and provide good financial advice,especially in the area of college planning. The large national firms seemed to focus on selling products to clients. After months of soul-searching, Messinger and his partner formed Capstone College Partners, an independent fee-only practice, with the intent of creating client relationships built on trust.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: February 18, 2020

    Approved Credit:
  • FPA: 11.00 hours CFP CE

  • ADD COURSEADD COURSE The Financial Planner
    Collapse Difficult Conversations Series - On Demand

    In this series designed especially by and for financial planners, FPA has partnered with the Financial Therapy Association to offer education that will help practitioners effectively work with clients through the most commonly identified life changing situations. Created by a financial therapy experts and financial planners, the series focuses on three different emotional events, detailing researched therapeutic techniques and case studies that any financial planner can use immediately in their practice. 

     

     

    Formats Available: Streaming
    Original Course Date: January 21, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 2.50 hours CFP CE

  • ADD COURSEADD COURSE Difficult Conversations Series - On Demand
    Collapse FPA Residency: 6 Days that Will Change Your Life


     

    Join Dave Yeske, CFP, DBA, one of the program deans, to discuss the benefits of participating in this unique and highly acclaimed week-long immersive program. Led by a faculty of highly experienced, and nationally known deans and mentors, the FPA Residency program is designed to immerse newly or soon-to-be certified CFP professionals in practicing the "art of financial planning." With the end goal of building the confidence and skills needed to create meaningful relationships with clients, residents (particpants) gain a deep understanding of how to "do" financial planning, and more importantly, what it means to "be" a financial planner for their clients. Additionally, participants can earn 28 CFP continuing education credits or three months of experience toward CFP Board's three-year requirement. 

    FPA Residency Program 2020
    June 12-17  |  October 23-28  
    Scholarships Available 

    Register today and save! Programs fill quickly.
    www.onefpa.org/residency

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: March 19, 2019
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE FPA Residency: 6 Days that Will Change Your Life
    Collapse How Do You Comply?

    THIS COURSE IS FOR FPA MEMBERS ONLY

    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.  

    3 CFP® CE Credits Available

    Click here to access the series.

    ADD COURSEADD COURSE How Do You Comply?
    Collapse 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: May 13, 2020

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE CFP Board
    Collapse CFP Board

    This interactive, self-study course 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
     

    To complete the course:

    • Credit Checklist: Ethics Exam - You must complete the 20 mulitple choice questions. 70% is passing and after 3 unsuccessful attempt you will be required to retake the program.
    • Once you pass the exam, click the "continue" button and then complete the required credit submission survey.  Be sure to continue through the remaining screens to finish the credit submission process.
    • A certificate of completion will be available in your Education Credit Profile in the "Submitted Credit" section (scroll down).
    • CE credit will be reported to the CFP Board within 5-7 business days. 
    Formats Available: Streaming
    Original Course Date: April 01, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE CFP Board
    Collapse The Financial Planner


     

    The Financial Planner's Guide to College Funding Advice teaches a proven, step-by-step process for helping families manage their college-education investment. This eight-module, self-study course explains the scope and character of the student loan crisis, demystifies financial aid, provides a repeatable end-to-end process, uncovers tax strategies for college-bound families, and more. 

    Please note: Planners must complete the entire course (eight modules and quizzes) to receive CFP CE credit.

    Joe Messsinger, CFP®, is the course presenter and a leading authority on late-stage college funding and frequently speaks to organizations and parent groups, such as NAPFA, FPA, and XY Planning Network. He started Capstone Wealth Partners because of his struggles at large national firms to find and provide good financial advice,especially in the area of college planning. The large national firms seemed to focus on selling products to clients. After months of soul-searching, Messinger and his partner formed Capstone College Partners, an independent fee-only practice, with the intent of creating client relationships built on trust.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: January 06, 2019

    Approved Credit:
  • FPA: 11.00 hours CFP CE

  • ADD COURSEADD COURSE The Financial Planner
    Collapse Measuring Financial Well-Being

    Measuring Financial Well-Being introduces financial planners to the Financial Well-Being Scale, a tool that was created and published by the Consumer Financial Protection Bureau, a U.S. government agency that makes sure banks, lenders, and other financial companies treat consumers fairly. In this self-paced course, designed especially with financial planners and their clients in mind, participants will learn about the value of using this tool not only as a data point in assessing a client's overall financial status, but also as a meaningful conversation-starter when beginning to talk about a financial life plan. Planners will get detailed information on administering the scale, as well as gathering scores and applying them as a metric to track client progress both individually and collectively. The Financial Well-Being Scale is free of cost and free from copyright so it can be used and shared freely.


    This one-hour CFP® CE credit course is free to FPA members. A version of this course is available on the CFPB’s website at no charge. The CFPB’s version does not include automatic reporting of completion to the CFP Board and requires self-reporting, which may also require payment of fees. See this course and more CFPB webinars here.

    Formats Available: Streaming
    Original Course Date: September 26, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Measuring Financial Well-Being
    Collapse *Medicare For Financial Planners - Full Course

    Medicare for Financial Planners is a 10-module program designed for planners wanting in-depth knowledge of the rules and regulations regarding Medicare to help clients navigate the Medicare maze. While planners can choose to complete the entire program, there is no specific sequence and each course module can be taken individually on its own. Click here view individual courses. Please note that you must complete the entire course, all ten modules and exams to receive CFP CE Credit. 

     

     

    Formats Available: Streaming
    Original Course Date: March 16, 2018

    Approved Credit:
  • FPA: 15.00 hours CFP CE

  • ADD COURSEADD COURSE *Medicare For Financial Planners - Full Course
    Collapse Pro Bono Financial Planning Training Course

     

    This course is a free, online module that helps financial planners understand the basics of how to provide pro bono services to underserved members of the community. After completing the training, planners must complete and pass a self-assessment to receive 1 CFP CE credit. FPA requires that all members complete this course before providing any pro bono services.

    This training was developed in partnership with the Foundation for Financial Planning and Kaplan Professional.

    Level of Complexity: Overview

    FPA Pro Bono Eligibility Policy - Adopted November 2015 by FPA Board of Directors
    To ensure consistency of representation, information and procedures for pro bono financial planning efforts, FPA's policy on pro bono volunteer eligibility is as follows.

    • To serve as an FPA pro bono volunteer providing financial planning education to the public, individuals must:  
      • Be a FPA member in good standing, and 
      • Complete FPA's Pro Bono Financial Planning Training course, and 
      • Sign the pro bono letter of engagement that states he/she will take responsibility for services provided in the engagement, and 
      • Be a CFP professional in good standing with CFP Board, or 
      • Be a non CFP professional who agrees to abide by CFP Board's Code of Ethics and Standards of Conduct and who works in conjunction with a CFP practitioner.  
    Formats Available: Streaming
    Original Course Date: April 12, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Pro Bono Financial Planning Training Course