Practice Management
 
Find courses that cover how to start, grow, or transition your financial planning business, and techniques/strategies to better communicate with both clients and employees.

Practice Management (CE Credit)
Collapse How to Read and Apply Research-Based Writing

Retreat 2016

For financial planning to continue to emerge as a true profession, we must ensure that our best practices are based on the best available science, rather than custom and received wisdom. While this doesnt require that all practitioners become scientists, it does require the ability to recognize and evaluate research-based writing. During this session we will review the key elements of research-based writing in financial planning and offer techniques for evaluating and incorporating it into your daily practice of financial planning.

Learning Objectives:

  • Distinguish between informal and research-based writing in financial planning.
  • Better use research-based writing by understanding the nature of the research question and the methodology by which it was tested, as well as the ability to evaluate the ultimate findings.
  • Incorporate the results of research-based writing into their daily work with clients.
Formats Available: Streaming
Original Course Date: April 26, 2016

Approved Credit:
  • FPA: 1 hour CFP CE

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    Practice Management (No Credit)
    Collapse  Journal in the Round: Marketing Fails To Learn From

    Join our panel of marketing experts featured in the July issue of the Journal of Financial Planning as they share common marketing fails that financial planners can sometimes make. While focusing on other people’s mistakes, the panel will discuss lessons learned and how they can be positively transformed into successful marketing strategies. The discussion will include a lively audience Q and A, and will be moderated by an FPA volunteer.

    Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Formats Available: Webinar + Archive
    Original Course Date: July 25, 2018
    On-Demand Release Date: July 26, 2018
    ADD COURSEADD COURSE  Journal in the Round: Marketing Fails To Learn From
    Collapse Buying, Selling & Valuing Financial Practices

    Retreat 2016

    The concept of buying and selling a financial services practice has grown from its infancy to a robust and competitive market. Multiple accounting firms, consultants and even financial institutions have entered the space to weigh in on business value, financing strategies, and how to transition businesses. To help financial professionals and their advisers filter through the noise, FP Transitions, the founder of the open market and the concept of Equity Management, has written the guidebook. Drawing on nearly two decades of experience at the forefront of the industry, this presentation covers everything you want to know about today's marketplace. Understanding the mechanics of a typical acquisition is essential to all advisors, whether you plan to gradually transition your business to the next generation and acquire smaller practices along the way, or are considering an exit strategy that allows you to sell and retire comfortably.

     

    Formats Available: Streaming
    Original Course Date: April 26, 2016
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    Collapse Journal in the Round : Next Generation of Planners Shifting the Paradigm

    September's Journal in the Round : Next Generation of Planners Shifting the Paradigm is a podcast hosted by Hannah Moore on her  weekly program, "You're a Financial Planner, Now What?" In this honest and engaging conversation, Hannah will sit around the table  with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote the cover story on their 3-step model for serving millennial clients.  They will be joined by fellow writers Lisa Kirchenbauer and Andrew Mehari, who shared their story in the September issue about building unique career paths for young planners, discussing the need for innovation in this space, and the new models being created by and for younger planners.  You can listen to this episode here and on FinancialPlannerPodcast.comiTunes, and Stitcher, starting September 26th.

    Formats Available: Streaming, Online Materials
    Original Course Date: September 26, 2017
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    Collapse Journal in the Round: Succession Planning and Knowing What Your Practice Is Worth

    In this month's Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his "valuation mantra," and the insights on value and valuation that all financial planners need to know.  He will be joined by George Hartman of Market Logics, and the discussion will be moderated by FPA Knowldege Circle host Emily Chiang.

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: November 29, 2017
    On-Demand Release Date: Available Now
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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, evaluating which technologies will have the biggest impact on the profession. FPA's Bill Simone will moderate the discussion and live Q and A. 

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: March 28, 2018
    On-Demand Release Date: Available Now
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    Collapse Sustainability: The Future of the Profession

     

    Sustainability is a concept that is shaping the future of financial planning. As growing businesses must meet the demands of more clients and tougher regulations, building a sustainable team presents a solution to these challenges. Learn how to build a team that will support growth goals, empower the next generation, and facilitate long-term succession planning.

     

    Level of Complexity: Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

    Please note that if you register for this partner-sponsored webinar, you are opting to receive communication from this webinar's partner. For more information about FPA's privacy policy, click here.

    Formats Available: Webinar + Archive
    Original Course Date: July 11, 2018
    On-Demand Release Date: Available Now
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    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. 


    Please note that if you register for this partner-sponsored webinar, you are opting to receive communication from this webinar's partner. For more information about FPA's privacy policy, click here.

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: May 30, 2018
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable
    Collapse To Charge or Not to Charge

    Have you been wondering how you should be compensated for your financial planning services? Join Kevin Hughes, executive vice president at Enterprise Sales, to learn insights into how your peers are charging for their services based on new research conducted by PIEtech (the creator of MoneyGuidePro).

    Formats Available: Streaming
    Original Course Date: November 15, 2017
    On-Demand Release Date: Available Now
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    Collapse Transform Your Habits: The Science of How to Stick to Good Ones and Break Bad Ones

    Retreat 2016

    Discover how to build better habits and improve your mental and physical performance at work and at home. James Clear will break down the most important research in behavioral and social psychology in terms that are easy to understand and apply to your life. He will provide a user-friendly framework for overcoming procrastination, improving consistency, and building habits that actually stick.

    Learning Objectives:

    • Learn to implement new habits and behaviors into their work day and actually stick to them.
    • Design your environment to make it easier to stick with good habits and harder to slip into bad ones.
    • Realize the framework for building better habits to the situations and circumstances you face in everyday life.
    Formats Available: Streaming
    Original Course Date: April 26, 2016
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