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.



Journal in the Round
Collapse Journal in the Round: Estate Planning

Join April's estate planning-themed 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. 
 

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FPA Members: Listen to on-demand programs at no charge

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

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Estate Planning
    Collapse Journal in the Round: Building Client Trust Requires Intention and Action

    In this month’s Journal in the Round, the March Journal of Financial Planning contributors Elizabeth Jetton, M.Ed., CFP®, longtime financial planning thought leader, and FPA's business strategy coach Adam Kornegay, co-founder of Pathfinder, will discuss their action-oriented, step-by-step models for establishing and maintaining trust in your client relationships. In their articles, each present a powerful research-based argument for the critical need for financial planning professionals to intentionally improve their communication capabilities and integrate new behaviors into their interactions with clients starting with that first meeting. This roundtable conversation, and audience Q and A will be led by Kieran Rooney, CFP®, EA, one of JIR's regular moderators.

    Formats Available: Live Event + Archive
    Original Course Date: March 25, 2020

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Building Client Trust Requires Intention and Action
    Collapse Journal in the Round: Finding the Dream Fintech Stack

    For February’s Journal in the Round, join our panel of tech savvy financial planners and fintech experts from FPA’s FinTech Advisory Group as they discussed how the fintech space is exploding with possibilities for planners and their clients. Charesse Hagan, Chris Heye, Ph.D. and Shane Morrow, CFP®, CIMA, CAIA® discussed insights into the key trends on the horizon, and shared wisdom about the tools in their tech deck as well as what they hear from financial planners about what their dream technology of the future looks like. This lively, online and interactive roundtable conversation will be moderated by FPA host Terry Bradford-Crane, MBA, CFP®

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: February 26, 2020
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Finding the Dream Fintech Stack
    Collapse Journal in the Round: Why Financial Planners Must Do College Planning

    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: Streaming, Live Event + Archive
    Original Course Date: January 29, 2020
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Why Financial Planners Must Do College Planning
    Collapse Journal in the Round: What Does the Financial Planning Future Hold?

    According to futurist and super trend expert Dennis Stearns, CFP®, ChFC®, the future trends of the profession revolve around planners’ human and technology skills, business growth models for planners, and career paths and training for younger planners. Join December’s Journal of Financial Planning contributors Stearns and Carly Schulaka, editor of the Journal of Financial Planning, as they dive deeper into their conversation featured in the latest issue, sharing their observations and predictions about the financial planning future during the next five to 10 years. This thought-provoking, online, interactive roundtable is led by FPA moderator and host Bill Harris, RMA®, CFP®. 

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: December 18, 2019
    ADD COURSEADD COURSE Journal in the Round: What Does the Financial Planning Future Hold?
    Collapse Journal in the Round: Planning for Tax Planning


    For November’s tax-themed Journal in the Round, Julia Brufke Wenger, CFP®, will share what she calls her “seasons of planning” strategy for ramping up and getting ready for tax season. She will be joined by fellow panelist Mark L Prendergast, CFP®, to discuss how planning effectively for tax-planning season can simplify business processes, improve customer service, strengthen relationships with her clients and reduce stress for all. This online, interactive roundtable will be led by moderator and FPA volunteer Raymond Benton, CFP®.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: November 20, 2019
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: Planning for Tax Planning
    Collapse Journal in the Round: 12 Career Paths in Financial Planning


     

    In this Journal in the Round, the panel will focus on the next generation financial planner and how the growth of the profession has created an incredible tailwind for placement of graduates. Moderator Hannah Moore, CFP®, and panelists Craig Lemione, director of financial planning at the University of Illinois, Luke Dean, financial planning program director at Utah Valley University, and Nathan Harness, director of financial planning at Texas A&M University, discusses how students and sometimes even the instructors in their programs have a hard time distinguishing the different expectations, cultures and pressures new hires face across varied career paths. As a continuation of their live session at the FPA Annual Conference 2019, they provide insights into career pathways for firm owners looking to hire and new grads seeking to get hired.  

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: October 30, 2019
    On-Demand Release Date: Available Now
    ADD COURSEADD COURSE Journal in the Round: 12 Career Paths in Financial Planning
    Collapse Journal in the Round: Guiding Clients through Ambiguous Loss

     

    It is likely that the majority of financial planners will work with families with a member suffering from Alzheimer's disease because it is the most common form of dementia. These families often experience a type of grief that is overlooked, known as ambiguous loss. Join the contributors of August's Journal of Financial Planning, Emily Forst, Megan McCoy, Ph.D., LMFT, and Shelitha Smodic, CFP, as they discussed how financial therapy could aid financial planners in supporting their clients through emotional stress, and how to develop more empathy for families experiencing ambiguous loss. This online roundtable is an interactive discussion with the panel and audience Q&A that was led by Kieran Rooney, CFP, Journal in the Round moderator and FPA member.


    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, Live Event + Archive
    Original Course Date: August 28, 2019
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Journal in the Round: Guiding Clients through Ambiguous Loss
    Collapse Journal in the Round: Doing Online Content Right to Gain More Clients


    July's Journal for Financial Planning contributor, Taylor Schulte, CFP, discusses 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. This online roundtable is an interactive discussion with the panel and audience, led by Journal in the Round moderator and FPA member 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, Live Event + 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



     

    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 identify cryptoassets and their barriers, tax and fee-model considerations and more. This program includes an audience Q&A moderated by Raymond Benton, CFP, CRPC, EA.

    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, Live Event + Archive
    Original Course Date: June 26, 2019
    On-Demand Release Date: Available Now

    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 interactive, online roundtable includes an audience Q&A.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: May 29, 2019
    ADD COURSEADD COURSE Journal in the Round: Getting Real About Diversity
    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, Live Event + 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: 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, Live Event + 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