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 Know Your Clients


 

According to a new benchmarking study of more than 350 planners conducted in partnership with FPA, leading planners are using deeper client knowledge to blaze new trails in creating value for their clients. The study shows they are doing that in three key ways: by provoking clients; focusing on niches; and engaging families. During the program, study insights, case examples and methods of leading planners who are pursuing each strategy will be shared.


Level of Complexity: Intermediate - Builds upon knowledge in an overview level/assume working knowledge of topic. For CFP with previous exposure / 3 years experience

Formats Available: Webinar + Archive
Original Course Date: November 14, 2018
ADD COURSEADD COURSE Know Your Clients
Collapse Journal in the Round: Tax Reform Round-Up

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

The Tax Cuts and Jobs Act (TCJA) impacts numerous tax specializations, including individual, corporate, and international planning. During this program, a panel of tax experts will be ready to answer questions to help planners navigate the complexities of the tax reform. This panel discussion will incorporate November's tax theme of the Journal of Financial Planning. It will include an audience Q and A, and 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: November 28, 2018

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Tax Reform Round-Up
    Rebroadcasts