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 FPA Annual Conference 2019: Crisis of Confidence

This tell-it-like-it-is session will challenge your beliefs about success, reveal how to build a $1M+ practice with 100+ days off per year, and share how Crisis of Confidence keeps advisors from successfully telling their story, selling their services, charging for value, working with the clients they enjoy and scaling their success while building a life that they love. With keen insights from her own success and 20 years coaching top advisors, Stephanie shares the secrets of achieving your own version of high-performance happiness.

Learning Objectives

  • Recognize key belief systems and business strategies needed to take your practice to the next level.
  • Understand the 7 mindsets holding advisors back from greater professional success, improved client services and personal satisfaction.
  • Identify specific learnings, strategies and scripts for how to how to better tell your story, charge fees, deliver value to clients, identify target clients, and build a $1M practice that allows you to take 100+ days off per year.
Formats Available: Streaming
Original Course Date: November 05, 2019
ADD COURSEADD COURSE FPA Annual Conference 2019: Crisis of Confidence
Collapse FPA Annual Conference 2019: Getting Hired and Succeeding in the Financial Planning Profession

Attend this session to learn how to find your best fit financial planning firm and position. Brown will discuss creating and refining your compelling value proposition to employers, interviewing and resume tips, and interview etiquette to help ensure you stand out as the clear frontrunner in your transition from student to professional. 

Learning Objectives

  • Describe desirable candidates for professional entry level financial planning positions.
  • Discuss intergenerational traits, impacts on hiring, and career outcomes.
  • Build basis for understanding how to find the right fit.
  • Provide guidelines for a long-term successful hire.
Formats Available: Streaming
Original Course Date: October 16, 2019
ADD COURSEADD COURSE FPA Annual Conference 2019: Getting Hired and Succeeding in the Financial Planning Profession
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: Streaming, Live Event + Archive
Original Course Date: July 11, 2018
On-Demand Release Date: Available Now
ADD COURSEADD COURSE Sustainability: The Future of the Profession
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, Live Event + 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