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: Why Financial Planners Must Do College Planning

 

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

Join January’s Journal of Financial Planning contributors Ryan S. Galiotto, CFP® and Joseph Orsolini, CFP® as they discuss why college planning is a critical part of the work they do with clients. The student loan crisis has a tremendous impact on the economy and the multiple generations of families challenged by the sky-rocketing cost of college and subsequent amount of student debt. The panel will explore the current student loan/student debt landscape, arguing both the business case and the social imperative for financial planners to incorporate comprehensive education planning into their practice. This online and interactive roundtable conversation will be moderated by FPA host Terry Bradford-Crane, MBA, CFP®.
 

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP® professionals or unfamiliar with subject.

Formats Available: Live Event + Archive
Original Course Date: January 29, 2020

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Why Financial Planners Must Do College 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: February 12, 2020

    Approved Credit:
  • FPA: 2.00 hours CFP CE

  • ADD COURSEADD COURSE CFP Board
    Collapse Journal in the Round: FinTech

    Join us for February's 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: February 26, 2020
    ADD COURSEADD COURSE Journal in the Round: FinTech