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 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. 

Formats Available: Webinar + Archive
Original Course Date: May 30, 2018
ADD COURSEADD COURSE The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable
Collapse Home Equity Planning How-To: Identify Candidates and Introduce Reverse Mortgages into Your Practice

 

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

 

Staying up-to-date on a variety of planning solutions is part of every financial adviser’s fiduciary responsibility to clients approaching retirement age. During this webinar, advisers will understand why homeowners age 62+ should consider a reverse mortgage to improve cash-flow in retirement, and how to take the next step to learn how to incorporate this concept into their practice while adding value to your clients’ long-term financial plans.

 

Level of Complexity: Overview

Formats Available: Webinar + Archive
Original Course Date: June 06, 2018
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Home Equity Planning How-To: Identify Candidates and Introduce Reverse Mortgages into Your Practice
    Collapse Forecasting Market Trend Reversals

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


    Join us for a discussion about identifying potential weaknesses in an established trend (bullish or bearish), the subsequent signals to help determine when that trend may be reversing direction, as well as new signals that confirm a new trend is in place.
     

    Level of Complexity: Intermediate

    Formats Available: Webinar + Archive
    Original Course Date: June 20, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Forecasting Market Trend Reversals
    Collapse Journal in the Round: Cryptocurrency and the New Planning Frontier

    CE Credit is Only Available for the Live Presentation

    In this month's Journal in the Round, join our panel of planners and thinkers, featured in the June issue of the JFP, as they think through the future world of blockchain technology, and more urgently, the basics of how to help clients understand its place in the financial landscape.  The discussion will include a lively audience Q and A, moderated by an FPA volunteer, and will cover top things planners should know when talking to clients, and the potential impact  of cryptocurrencies on tax and estate planning. 

    Formats Available: Webinar + Archive
    Original Course Date: June 27, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Cryptocurrency and the New Planning Frontier
    Rebroadcasts