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 Difficult Conversations 3: Couples Dealing with Financial Infidelity


PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

Part 3 of Difficult Conversations Three-Part Series


Financial planners are faced with a multitude of difficult conversations or situations with their clients. In the third of this series on this topic, Nathan Astle and Megan McCoy, Ph.D., LMFT, will discuss the challenges financial planners face when dealing with a couple’s financial infidelity or when one client shares a secret they cannot share with their partner. A recent article in the Journal of Financial Therapy highlights the rates of financial infidelity in this country with 27 percent of couples admitting to keeping a financial secret from their partner, and 53 percent of couples reporting behaviors associated with financial infidelity. In part three of the Difficult Conversations Program Series, participants will develop introductory skills for managing couples in conflict and will know how and when to refer to a financial therapist for additional support.  

Formats Available: Webinar + Archive
Original Course Date: June 25, 2019

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Difficult Conversations 3: Couples Dealing with Financial Infidelity
    Collapse Journal in the Round: Exploring Cryptoassets for Clients


    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

    Join the contributors of June's Journal of Financial Planning, Ryan Firth, CPA, CCFC, and Tyrone V. Ross Jr., as they discuss what planners should examine before allocating clients’ assets to cryptoassets. During this roundtable discussion, Firth and Ross will identify cryptoassets and their barriers, tax and fee-model considerations and more. This program will include an audience Q and A, and be moderated by Raymond Benton, CFP, CRPC, EA.

    Formats Available: Webinar + Archive
    Original Course Date: June 26, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Exploring Cryptoassets for Clients
    Collapse Planning for Health Care Costs in Retirement


    PLEASE NOTE THAT CE CREDIT IS ONLY AVAILABLE FOR THE LIVE PRESENTATION

    Health care costs are one of the top fears investors have about retirement. Together, Vanguard and Mercer Health and Benefits have developed a model to forecast health care costs for both pre-retirees and retirees in order to help them be prepared. Vanguard will discuss the latest research on these costs.

    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 10, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Planning for Health Care Costs in Retirement
    Collapse Ethics CE: 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: July 17, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Ethics CE: CFP Board
    Collapse Journal in the Round: Doing Online Content Right to Gain More Clients

    In this month’s program, July JFP contributor Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan. The roundtable is an interactive discussion with the panel and audience, skillfully led by regular Journal in the Round moderator and FPA member Terry Bradford-Crane.

    Formats Available: Webinar + Archive
    Original Course Date: July 31, 2019
    ADD COURSEADD COURSE Journal in the Round: Doing Online Content Right to Gain More Clients
    Collapse Ethics CE: 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: November 13, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Ethics CE: CFP Board
    Rebroadcasts