Upcoming Live Webinars

Many of our live webinars are free to members. Most live webinars are recorded, archived and available for viewing in your classroom 3 months after the live event. Click on the title below to register for a course. Important Note: Continuing education credit for LIVE programs will be automatically submitted and reported to CFP Board on your behalf based on full attendance. It typically takes 2 weeks for the course to be added to your CFP Board account.


Upcoming Events
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: 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. 
     

    View On-Demand Programs
     

    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 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