Special Offers
Collapse How Do You Comply?

THIS COURSE IS FOR FPA MEMBERS ONLY

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The How Do You Comply learning series, exclusively for FPA members, includes video presentations and resources created by leading legal and financial industry compliance and regulations experts to explain, explore and unpack what the SEC rule package and the CFP Board's Code of Ethics and Standards of Conduct mean specifically for financial planners.  

3 CFP® CE Credits Available

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Collapse Journal in the Round: Building Client Trust Requires Intention and Action

CFP CE credit is not available for the on-demand recording of this program.

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, discussed their action-oriented, step-by-step models for establishing and maintaining trust in planners' 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 client interactions starting with that first meeting. This roundtable conversation, and audience Q and A was led by Kieran Rooney, CFP®, EA, one of the program's regular moderators.

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: March 25, 2020
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse FPA Annual Conference 2018: Popular Speaker 5 Session Bundle

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    Save 20% off on five sessions featuring our most highly rated industry speakers. 5 CFP CE Credits.

     

     

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    Collapse FPA Annual Conference 2018: Popular Speaker 3 Session Bundle

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     Save 15% off on three sessions featuring our most highly rated industry speakers  3 CFP CE credits.

     

     

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    Collapse FPA Annual Conference 2018: All Sessions

    The FPA Annual Conference is the largest gathering of CFP® professionals featuring the best minds in financial planning. The following recorded sessions from the FPA Annual Conference 2018 showcase some of the most popular and well-known speakers in the industry.  Buy all 15 sessions, get a 30% discount, and up to 15 hours of CFP CE credit.

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    Collapse 3-Course Bundle - The Advisor

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    Buy all three courses, now available on demand, in this very popular and highly regarded webinar series presented by Vanguard.

     

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