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 Journal in the Round: Guiding Clients through Ambiguous Loss

 

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

It is likely that the majority of financial planners will work with families with a member suffering from Alzheimer's disease because it is the most common form of dementia. These families often experience a type of grief that is overlooked, known as ambiguous loss. Join the contributors of August's Journal of Financial Planning, Emily Forst, Megan McCoy, Ph.D., LMFT, and Shelitha Smodic, CFP, as they discuss how financial therapy could aid financial planners in supporting their clients through emotional stress, and how to develop more empathy for families experiencing ambiguous loss. This online roundtable is an interactive discussion with the panel and audience, led by Journal in the Round moderator and FPA member Kieran Rooney, CFP.

Formats Available: Live Event + Archive
Original Course Date: August 28, 2019

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Guiding Clients through Ambiguous Loss
    Collapse SEC Regulation Best Interest: What it Means for Financial Planners

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

    THIS COURSE IS FOR FPA MEMBERS ONLY
    Not a member? Join FPA to gain immediate access to this course.
     

    If you didn’t have time to read the 770-page rule and explanations for the new SEC Regulation Best Interest rule, FPA has got you covered. The law firm of Carr Butterfield, LLC, will break down the intricacies of Regulation Best Interest and what it means for financial planners. This program is the first in a series of SEC programs that FPA will present to its members.

    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: Live Event + Archive
    Original Course Date: September 19, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE SEC Regulation Best Interest: What it Means for Financial Planners
    Collapse Charitable Giving: A Valuable Piece of the Financial Planning Picture

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

    Financial planners can benefit from speaking about philanthropy with their clients. Not only can positioning philanthropic vehicles for planners’ client base help clients realize their financial and philanthropic goals, it can also provide great benefit to planners. In this presentation, you will learn how to position philanthropy within your client base while distinguishing characteristics of philanthropic vehicles, and engaging the next generation and family values. Planners will also learn how thinking about philanthropy strategically can help grow and maintain their business.


    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: Streaming
    Original Course Date: September 24, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Charitable Giving: A Valuable Piece of the Financial Planning Picture
    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