Career Development
 
Find courses that cover tools, techniques and strategies to develop as a financial planner at any stage of your career.

Career Development (CE Credit)
Career Development (No Credit)
Collapse Journal in the Round : Next Generation of Planners Shifting the Paradigm - Podcast Special!

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 contibutors 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: Online Materials
Original Course Date: September 26, 2017
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Collapse Journal in the Round: Looking Ahead to the Next Generation of Clients and Planners

This month's Journal contributors Matt Cosgriff and Cynthia Joyce dive into the challenges (and solutions) financial planners face in bridging the gap with the next generation. They are joined by former FPA NexGen president  Andrew Sivertsen to discuss attracting and retaining millennials, both as clients and as emerging leaders in the profession. The roundtable is followed by a live Q and A, moderated by an FPA Knowledge Circle host.

Formats Available: Streaming, Webinar + Archive
Original Course Date: September 28, 2016
On-Demand Release Date: Available Now
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Collapse Journal in the Round: The Financial Planner of the Future

NOTE: CE Credit is only available for the live presentation of this program

 

In this month's Journal in the Round, Andrew Clark, co-author of the lead article in the December issue of the Journal of Financial Planning, discusses his thoughts on the future of financial planning, and how in a world where IQ is easily replaced by artificial intelligence, a planner's mastery of EQ will provide the indispensable value to clients. Andrew will be joined by Frank Paré, who also appears in the December issue, serves on the FPA's board of directors and is the 2017 president-elect. FPA leader and Knowledge Circle host,Bill Harris will moderate the panel and lead the audience Q and A.

 

Formats Available: Streaming, Webinar + Archive
Original Course Date: December 20, 2017
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

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