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: Leverage Tax-Reform Estate Planning Strategies for Clients


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

Join April's Journal of Financial Planning contributor Philip Herzberg, CFP, CTFA, AEP, and Sheryl J. Manning, PL, as they discuss how planners can guide clients through their estate planning and help them shift their methods based on the Tax Cuts and Jobs Act (TCJA). This discussion will include an audience Q and A, and be moderated by Terry Bradford-Crane, MBA, Candidate for CFP Certification.

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: April 24, 2019

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Leverage Tax-Reform Estate Planning Strategies for Clients
    Collapse Difficult Conversations 2: Encouraging (Not Enabling) Adult Children Towards Independence


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

    Part 2 of Difficult Conversations Three-Part Series


    Giving becomes hurtful financial enabling when clients support their adult children to the detriment of their retirement plans, the relationship between the parent and adult child, or the esteem of the adult child. The most common forms of hurtful and helpful giving are college funding, loans, and ongoing financial support. Join Sarah Swantner, MS, CFP, NCC, and Rick Kahler, MSFP, CFP, as they describe how to use financial therapy techniques and practices in unison with financial planning tools and practices to support clients in having difficult financial conversations with adult children. Swantner and Kahler will identify how to manage financial expectations, address financial enabling, and how to support and foster healthy financial decisions before “serious” potential problems arise.

    Formats Available: Webinar + Archive
    Original Course Date: May 21, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Difficult Conversations 2: Encouraging (Not Enabling) Adult Children Towards Independence
    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: Streaming
    Original Course Date: May 22, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Ethics CE: CFP Board
    Collapse Journal in the Round: Getting Real About Diversity

    In this month’s program, we invited contributors to May's diversity-themed Journal of Financial Planning, Keith Beverly, CFA, CFP, and Kathleen Boyd, CFP, along with Gary Clement, CFP, to discuss and continue the candid conversation about diversity and inclusion in the profession. Led by host Robert Castillo, ADPA, the panelists will dig into the tough issues around diversity and inclusion that persist, despite the attention and efforts to create change in the profession. Topics will include the exploration of existing barriers, and impact-oriented strategies prescribed by the panelists to build an inclusive financial planning community with opportunity and access for the widest spectrum of people. This discussion will include an audience Q and A.

    Formats Available: Webinar + Archive
    Original Course Date: May 29, 2019
    ADD COURSEADD COURSE Journal in the Round: Getting Real About Diversity
    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, discuss the challenges financial planners face when dealing with a couple’s financial infidelity or 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 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: Streaming
    Original Course Date: July 17, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Ethics CE: CFP Board
    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: Streaming
    Original Course Date: November 13, 2019

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE Ethics CE: CFP Board
    Rebroadcasts