Special Offers
Collapse Five Actions to Help Your Elderly Clients During the COVID-19 Crisis

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

During this most challenging time, it is hard not to feel helpless in our efforts to help others, especially the most vulnerable and elderly. Knowing that financial planners are working to provide immediate support to many older and at-risk clients and their families, FPA is hosting this important conversation to help in those efforts. Join eldercare planning experts and educators Robert Mauterstock, CFP®, and Annalee Kruger as they present five actions to take right away to protect elderly clients during the COVID-19 crisis. Following their presentation, the audience will be invited to share ideas and ask questions with the goal of joining together and supporting each other in doing this important work during this critical time. 

Formats Available: Live Event + Archive
Original Course Date: April 15, 2020

Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse How Do You Comply?

    THIS COURSE IS FOR FPA MEMBERS ONLY

    Not a member? Join FPA to gain immediate access to this course.
    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

    Click here to access the series.

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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, will discuss 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 will be 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.
     

    NOTE: Non-members completing this course for CFP CE credit will be able to download a certificate of completion and self-report the credit to the CFP Board.  FPA is not able to report CE credit for non-members. 

     

    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

  • ADD COURSEADD COURSE Journal in the Round: Building Client Trust Requires Intention and Action
    Collapse FPA Annual Conference 2018: Popular Speaker 5 Session Bundle

    CLICK HERE TO REGISTER!

     

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

     

     

    ADD COURSEADD COURSE FPA Annual Conference 2018: Popular Speaker 5 Session Bundle
    Collapse FPA Annual Conference 2018: Popular Speaker 3 Session Bundle

    CLICK HERE TO REGISTER!

     

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

     

     

    ADD COURSEADD COURSE FPA Annual Conference 2018: Popular Speaker 3 Session Bundle
    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.

    CLICK HERE TO REGISTER!

    ADD COURSEADD COURSE FPA Annual Conference 2018: All Sessions
    Collapse 3-Course Bundle - The Advisor

    CLICK HERE TO REGISTER!

     

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

     

    ADD COURSEADD COURSE 3-Course Bundle - The Advisor