Each month, the Journal in the Round brings to life the big ideas featured in the current issue of FPA’s Journal of Financial Planning. In this lively online roundtable, writers and contributors to the Journal, often along with other experts, are invited to illuminate, discuss and even debate the thinking behind their articles. The discussion and live Q and A, is moderated by different FPA Knowledge Circle hosts, ready to weigh in on the issues from our members’ perspective.


Journal in the Round
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: Streaming, Webinar + Archive
Original Course Date: July 25, 2018
On-Demand Release Date: Available Now
ADD COURSEADD COURSE  Journal in the Round: Marketing Fails To Learn From
Collapse Journal in the Round : Next Generation of Planners Shifting the Paradigm

September's Journal in the Round : Next Generation of Planners Shifting the Paradigm is a podcast hosted by Hannah Moore on her  weekly program, "You're a Financial Planner, Now What?" In this honest and engaging conversation, Hannah will sit around the table  with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote the cover story on their 3-step model for serving millennial clients.  They will be joined by fellow writers Lisa Kirchenbauer and Andrew Mehari, who shared their story in the September issue about building unique career paths for young planners, discussing the need for innovation in this space, and the new models being created by and for younger planners.  You can listen to this episode here and on FinancialPlannerPodcast.comiTunes, and Stitcher, starting September 26th.

Formats Available: Streaming, Online Materials
Original Course Date: September 26, 2017
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Collapse Journal in the Round: AI


The demand for planners to learn how to prepare for AI in financial planning continues to grow as clients' expectations of services increase and their willingness to pay for asset management decreases. The contributors of the January's Journal of Financial Planning will discuss the anticipated changes, and be ready to answer questions to help planners learn how to adopt phases of leveraging scaled technology now and in the future, preparing practices and clients for the technology shift. 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: Streaming, Webinar + Archive
Original Course Date: January 30, 2019
On-Demand Release Date: Available Now
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Collapse Journal in the Round: Cryptocurrency and the New Planning Frontier

In this month's Journal in the Round, join our panel of planners and thinkers, featured in the June issue of the JFP, as they think through the future world of blockchain technology, and more urgently, the basics of how to help clients understand its place in the financial landscape. The discussion will include a lively audience Q and A, moderated by an FPA volunteer, and will cover top things planners should know when talking to clients, and the potential impact of cryptocurrencies on tax and estate planning. 

Level of Complexity: Overview

Formats Available: Streaming, Webinar + Archive
Original Course Date: June 27, 2018

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Cryptocurrency and the New Planning Frontier
    Collapse Journal in the Round: Doing Online Content Right to Gain More Clients

    In this month’s program, July JFP contributor Taylor Schulte, CFP, will discuss how financial planners (not marketing experts) can use online-content platforms to grow their business, attract more clients and build their brand. He is joined by fellow planners Justin Castelli, CFP, and Kathy Longo, CFP, who are featured in his article, to share their success and significant return after incorporating video, blogging, and podcasting into their marketing plan. The roundtable is an interactive discussion with the panel and audience, skillfully led by regular Journal in the Round moderator and FPA member Terry Bradford-Crane.

    Formats Available: Webinar + Archive
    Original Course Date: July 31, 2019
    ADD COURSEADD COURSE Journal in the Round: Doing Online Content Right to Gain More Clients
    Collapse Journal in the Round: Exploring Cryptoassets for Clients


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

    Join the contributors of June's Journal of Financial Planning, Ryan Firth, CPA, CCFC, and Tyrone V. Ross Jr., as they discuss what planners should examine before allocating clients’ assets to cryptoassets. During this roundtable discussion, Firth and Ross will identify cryptoassets and their barriers, tax and fee-model considerations and more. This program will include an audience Q and A, and be moderated by Raymond Benton, CFP, CRPC, EA.

    Formats Available: Webinar + Archive
    Original Course Date: June 26, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Exploring Cryptoassets for Clients
    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: Streaming, Webinar + Archive
    Original Course Date: May 29, 2019
    ADD COURSEADD COURSE Journal in the Round: Getting Real About Diversity
    Collapse Journal in the Round: Journey Through Clients

    The emotional and physical stress that overwhelms clients faced with family-crisis situations often hinders clients’ abilities to make effective decisions and act on decisions. Join our panel of experts as they will discuss how financial planners can help clients navigate the demands of long term services and supports (LTSS), and explain the distinction between communicating with clients and coaching clients. This panel discussion incorporates September's client trust and communication 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

    Formats Available: Streaming
    Original Course Date: September 26, 2018
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Journey Through Clients
    Collapse Journal in the Round: Lessons Learned from the Past to Help Us Grow in the Future
    Rebroadcast

    Live Rebroadcast from the 2018 FPA Annual Conference in Chicago!

    Continuing the conversation that began at FPA Retreat 2018, Lew Walker and Ben Coombs, who together bring almost 100 years of financial planning experience, are joined by next generation leaders Rachel Moran and Alexandria Cole to share their very different career journeys and to connect their values, their passion and their vision for the future of the profession.


    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: Streaming, Webinar + Archive
    Original Course Date: October 31, 2018
    ADD COURSEADD COURSE Journal in the Round: Lessons Learned from the Past to Help Us Grow in the Future
    Collapse Journal in the Round: Leverage Tax-Reform Estate Planning Strategies for Clients


    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: Streaming, Webinar + Archive
    Original Course Date: April 24, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Leverage Tax-Reform Estate Planning Strategies for Clients
    Collapse Journal in the Round: Preventing Financial Exploitation of Senior Clients

    In this month's Journal in the Round, our panelists John Renner and Robert Mauterstock will be discussing the implications of the new FINRA regulation, effective February 2018, regarding required protections for the most vulnerable senior clients.  The discussion and audience Q and A will be moderated by an FPA  host Bill Harris.

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: January 31, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Preventing Financial Exploitation of Senior Clients
    Collapse Journal in the Round: Solving the FAFSA Puzzle with Clients


     

    The challenges facing financial planners who assist their clients in completing the Free Application for Federal Student Aid (FAFSA) revolve around conflicts between tax and financial aid maximization of a family's finances, and/or misconceptions about the FAFSA. These misconceptions could cost a family money. The contributors of February's Journal of Financial Planning will discuss the FAFSA myths and tips to help financial planners guide their clients through the intricate process of completing the FAFSA. It will include an audience Q and A, and be moderated by an FPA volunteer.


    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: February 27, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Solving the FAFSA Puzzle with Clients
    Collapse Journal in the Round: The Future Planner and Mastering 21st Century Skills

    Join this highly recognizable group of educators, practitioners and past/present/future leaders of the profession as they discuss the 21st century skills that future planners need (and educators need to teach) to be successful and relevant in the fast approaching future. Elizabeth Jetton, CFP (FPA past-president) will lead Dr. Dave Yeske, CFP (FPA past president and current practitioner editor of the Journal of Financial Planning), Dr. Martin Seay, Ph.D, CFP (FPA president-elect) and Autumn Campbell, CFP (FPA NexGen President-Elect) in this lively discussion and audience Q and A. 

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: December 19, 2018
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: The Future Planner and Mastering 21st Century Skills
    Collapse Journal in the Round: Uncovering Success with Clients through Enhanced Listening and Way-of-Being

     

    The complexity of human interaction can disrupt financial planners' client communications and/or relationships because each person communicates within a context of their individual experiences and emotions. The contributors of March's Journal of Financial Planning, Dr. Stephen C. Brody and Barbara Kay, will discuss listening styles and tools, the OAR (Observer, Actions, Results) principle, collaboration and problem-solving techniques, and other client communication tips to help guide financial planners through difficult client conversations, and create meaningful client relationships that gain positive results. It will include an audience Q and A, and be moderated by Kieran Rooney, CFP.

    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, Webinar + Archive
    Original Course Date: March 27, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Uncovering Success with Clients through Enhanced Listening and Way-of-Being
    Collapse Journal in the Round: Voices of the Profession on SEC Proposed Rules

    A cornerstone of any profession is the willingness of those in the profession to have their voices heard on those policies that impact them, their businesses and their clients. Join our panel of advocacy experts and FPA volunteers that represent the FPA Member Advocacy Council (FPA MAC), and FPA Legislative and Regulatory Issues Committee (LRIC) as they will discuss how these groups participated in organizing and composing the Financial Planning Coalition’s public comment on the proposed SEC regulatory package. This panel discussion incorporates August's regulatory update and fiduciary 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

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: August 29, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Voices of the Profession on SEC Proposed Rules