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: Marketing Fails To Learn From

Join our panel of marketing experts featured in the July issue of the Journal of Financial Planning as they share common marketing fails that financial planners can sometimes make. While focusing on other people’s mistakes, the panel will discuss lessons learned and how they can be positively transformed into successful marketing strategies. The discussion will include a lively audience Q and A, and will be moderated by an FPA volunteer.

Level of Complexity: 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 25, 2018
On-Demand Release Date: July 26, 2018
ADD COURSEADD COURSE  Journal in the Round: Marketing Fails To Learn From
Collapse How to Avoid Falling Victim to a Cyberattack


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

It's not a matter of if you fall victim to a cyberattack, but when you'll fall victim to a cyberattack. Are you informed enough to know what to do when a breach happens? If not, you'll face legal and financial burdens, and put your practice at risk. Learn about network security and how to protect your firm's privacy as well as your clients' privacy.

Level of Complexity: Overview

Please note that if you register for this partner-sponsored webinar, you are opting to receive communication from this webinar's partner. For more information about FPA's privacy policy, click here.

Formats Available: Webinar + Archive
Original Course Date: August 01, 2018
On-Demand Release Date: August 02, 2018

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE How to Avoid Falling Victim to a Cyberattack
    Rebroadcasts