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.


Course Objectives
  • Identify client demographical differences and their impact on financial behaviors
  • Describe how demographic differences affect client attitudes towards planner recommendations
Course Information
Date Presented:
December 20, 2017 2:00 PM Eastern
1 hour
FPA Member Price:
Non-Member Price:
Journal in the Round: The Financial Planner of the Future
Speaker Information
Andrew Clark CFP  [ view bio ]
Frank Pare CFP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$0.00
Non-Member Price:$19.00