Journal in the Round 

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: Tax Time Special!

Please note CE Credit is only available for the live presentation

On the eve of the tax season, we are adding this important and timely special edition Journal in the Round to cover key information on how the new laws impacts you and your clients. Join JFP contributors Randy Gardner and Julie Welch, as they unpack some of the complexities and discuss new tax planning opportunities for 2018. FPA Tax and Estate Planning Knowledge Circle host Mark Prendergast will moderate and lead the audience Q and A. 

Level of Complexity: Intermediate

Formats Available: Streaming, Webinar + Archive
Original Course Date: February 13, 2018
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal  in the Round: Tax Time Special!
    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: Behavioral Finance and Delivering Financial Well-Being

    Please Note CE credit is only available for the live presentation

    In this month's Journal in the Round,  Dr. Shachar Kariv, chief scientist of TrueProfile, one of the world’s top game and decision theorists and the recent chair of economics at UC Berkeley, will join Think to Perform CEO Doug Lennick to discuss their passion for behavioral finance and its essential role is shaping the future of financial advice. 

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: May 16, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Behavioral Finance and Delivering Financial Well-Being
    Collapse Journal in the Round: Cryptocurrency and the New Planning Frontier

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

    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: Estate Planning For Digital Assets

    CE IS ONLY AVAILABLE FOR THE LIVE PRESENTATION AND NOT ANY RECORDING

    In this month's Journal in the Round, April contributors Richard Ploss and Michael A. Dribin discuss their articles on estate planning for digital assets,including both the fiduciary and practical aspects of advising clients in this new and dynamic area of the law and financial planning. The conversation and audience Q and A will be moderated by FPA's Bill Harris. 

    Level of Competency: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: April 25, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Estate Planning For Digital Assets
    Collapse Journal in the Round: Investing after the End of the Golden Age

    PLEASE NOTE THAT CE CREDIT IS  AVAILABLE FOR LIVE EVENT ONLY. CREDIT IS NOT AVAILABLE FOR THE RECORDED PROGRAM.

    Join June’s Journal of Financial Planning contributor Daniel Kern, and investment adviser David Edwards, founder of the Heron Financial Group | Wealth Advisors, as they discuss the impact of  the “golden age” of investing in the “new normal.” Find out why financial advisers and their clients will need to adapt a less favorable outlook for markets, and how lowering return expectations doesn’t mean that returns will be negative. Their discussion is followed by a live Q and A, moderated by FPA Knowledge Circle host Ray Benton.
         

     

    Formats Available: Streaming, JIR LIVE
    Original Course Date: June 28, 2017
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Investing after the End of the Golden Age
    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.

    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: 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: Navigating the Student Loan Landscape

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

    In this month's Journal in the Round, Adam Minsky, J.D. discusses his article in the February issue of the Journal on managing student loans.  He will be joined by college planning expert Joe Messinger, CFP, to discuss the growing problem of massive student loan debt in the U.S., and the different types of  loans and repayment options that financial planners can know about to help clients navigate this challenging landscape. 

     

    Level of Complexity: Intermediate

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: February 28, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Navigating the Student Loan Landscape
    Collapse Journal in the Round: Preventing Financial Exploitation of Senior Clients

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

    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

    Learning Objectives

    Describe new and amended FINRA Rules 2165 and 4512  to protect the elderly 
    Explain the reporting and compliance issues that will impact financial planners
    Discuss the importance of laws to the planner-client relationship

     

    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: Succession Planning and Knowing What Your Practice Is Worth

    In this month's Journal in the Round, Ryan Grau, cover story contributor to the November issue of the Journal of Financial Planning, discusses his "valuation mantra," and the insights on value and valuation that all financial planners need to know.  He will be joined by George Hartman of Market Logics, and the discussion will be moderated by FPA Knowldege Circle host Emily Chiang.

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: November 29, 2017
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Succession Planning and Knowing What Your Practice Is Worth
    Collapse Journal in the Round: Tech Now and For the Future

    In this month's Journal in the Round, March JFP contributor Envestnet's Molly Pandya, and our other expert panelists Kevin Hughes (MoneyGuidePro) and  Scott Huff (YoureFolio,) will weigh in on the current landscape, evaluating which technologies will have the biggest impact on the profession. FPA's Bill Simone will moderate the discussion and live Q and A. 

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: March 28, 2018
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Tech Now and For the Future
    Collapse Journal in the Round: The Financial Planner of the Future

    NOTE: CE Credit is only available for the live presentation of this program

     

    In this month's Journal in the Round, Andrew Clark, co-author of the lead article in the December issue of the Journal of Financial Planning, discusses his thoughts on the future of financial planning, and how in a world where IQ is easily replaced by artificial intelligence, a planner's mastery of EQ will provide the indispensable value to clients. Andrew will be joined by Frank Paré, who also appears in the December issue, serves on the FPA's board of directors and is the 2017 president-elect. FPA leader and Knowledge Circle host,Bill Harris will moderate the panel and lead the audience Q and A.

     

    Formats Available: Streaming, Webinar + Archive
    Original Course Date: December 20, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: The Financial Planner of the Future
    Collapse Journal in the Round: Voices of the Profession on SEC Proposed Rules

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

    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