Investment Planning

Find courses that cover the analysis and evaluation of risk exposures and insurance, health, disability, long-term care, life insurance and annuities. 


Investment Planning (CE Credit)
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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Collapse Charitable Giving: A Valuable Piece of the Financial Planning Picture

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

Financial planners can benefit from speaking about philanthropy with their clients. Not only can positioning philanthropic vehicles for planners’ client base help clients realize their financial and philanthropic goals, it can also provide great benefit to planners. In this presentation, you will learn how to position philanthropy within your client base while distinguishing characteristics of philanthropic vehicles, and engaging the next generation and family values. Planners will also learn how thinking about philanthropy strategically can help grow and maintain their business.


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
Original Course Date: September 24, 2019

Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Charitable Giving: A Valuable Piece of the Financial Planning Picture
    Collapse Charitable Giving: A Valuable Piece of the Financial Planning Picture - On Demand

    2017 FPA Retreat

     

    Financial advisers are the key connector between their clients’ ability to realize and achieve the true purpose of their wealth, and can bring a crucial component into their client’s full financial picture—charitable giving and legacy. In this session, you will learn the value in bringing the charitable conversation to your clients, how to engage in a charitable conversation to uncover your clients’ goals and values, and how to determine which giving vehicles are  most appropriate for individual client needs.  You will also learn about donor-advised funds, the fastest growing giving vehicle, touted for their simplicity, flexibility, and tax-effectiveness.


    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: April 24, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Charitable Giving: A Valuable Piece of the Financial Planning Picture - On Demand
    Collapse Extending the Advisor

    The need for retirees to implement informed portfolio spending strategies is more critical and complex than ever. Join Hank Lobel, CFA, CFP, an investment analyst with Vanguard's Investment Strategy Group, for this webinar as he takes an in-depth look at Vanguard's three-pronged retirement spending strategy that can be customized to meet your clients unique goals.

     

    Level of Complexity: Intermediate

    Additional resource: https://advisors.vanguard.com/VGApp/iip/site/advisor/researchcommentary?page=AdvisorAlpha
     

    Formats Available: Streaming
    Original Course Date: June 05, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Extending the Advisor
    Collapse Extending the Advisor

    Portfolio construction is a key area where planners can add value according to Vanguard's Advisor Alpha's research. Join Kimberly Stockton, investment analyst at Vanguard, to examine the five major portfolio construction decisions - asset allocation, sub-asset allocation, active or passive, asset location, and manager selection.

     

    Level of Complexity: Intermediate

    Formats Available: Streaming
    Original Course Date: March 01, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

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    Collapse FPA Annual Conference 2018: Annuities - The Good, The Bad, The Brutal Truth - On Demand

    The annuity industry has earned its bad reputation. If you say you "hate all annuities," it's like say you "hate all restaurants." It's dumb and uninformed. Annuities are contracts, so they should only be owned for their contractual guarantees. Stan The Annuity Man will strip away all of annuity sales pitch nonsense, and fully explain how these contractually guaranteed transfer-of-risk strategies can enhance your practice. This is the best presentation you will ever hear on annuities. Be prepared for a brutally factual, in-your-face, educational experience.

    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
    Original Course Date: October 03, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Annuities - The Good, The Bad, The Brutal Truth - On Demand
    Collapse FPA Annual Conference 2018: Investments: Why Did You do That? - On Demand

    You may hire managers, buy individual securities or ETF's and build portfolios for your clients. Are your clients clear on your investment philosophy, your processes and how you execute? Are you clear on these things? Do you track and measure your decisions to learn and improve? Come discuss investing on a level that makes sense, but is rarely done. Let's vet how you and your peers invest.

    To enable our vetting, please download the app "Turning Point" on your smartphone. It's free, and we will use it for the live voting during our interactive session.

    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
    Original Course Date: October 03, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: Investments: Why Did You do That? - On Demand
    Collapse FPA Annual Conference 2018: The Future of Blockchain

    At the core of any conversation about the future of finance is the mostly unknown and highly disruptive world of blockchain technology. Learn about Blockchain and Cryptocurrency; what they are and how they operate. Join this panel of experts as they look closely at the ins and outs of blockchain technology and the impact this emerging technology will have specifically on the financial planning profession, and the financial industry.

    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
    Original Course Date: October 03, 2018

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE FPA Annual Conference 2018: The Future of Blockchain
    Collapse Putting  Value on Your Value: Quantifying  Benefits of Portfolio Construction, Wealth Management, and Behavioral Coaching Services - On Demand

     

    Using Vanguard's Advisor's Alpha research, this presentation focuses on helping financial planners quantify the ways to add value for clients through relationship-oriented services that can go beyond market out performance. While this has proven elusive for most investors, the study demonstrates how relationship-oriented value can add about three percent in net returns, depending on a client's circumstances, while also improving client retention. 

     

    Level of Complexity: Overview

    Formats Available: Streaming, Event
    Original Course Date: April 05, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Putting  Value on Your Value: Quantifying  Benefits of Portfolio Construction, Wealth Management, and Behavioral Coaching Services - On Demand
    Collapse The Growing Demand for Sustainable, Responsible, Impact Investing Strategies - On Demand


    Did you know, 1 out of every 5 dollars under professional management in the US is invested in a socially screened portfolio? Attend this session and learn why you should incorporate Sustainable, Responsible, Impact (SRI) investing and Environmental, Social, Governance (ESG) investment strategies into your practice. It's not a matter of if you will be asked about this type of investing but when.

     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: September 27, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Growing Demand for Sustainable, Responsible, Impact Investing Strategies - On Demand
    Collapse You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns - On Demand

     

    Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept. Learn how to apply relationship-oriented services such as cogent wealth management via financial planning, behavioral coaching, and guidance as a primary objective of your value proposition.
     

    Level of Complexity: Overview

    Formats Available: Streaming
    Original Course Date: November 13, 2017
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE You Are the Value: Rethinking and Articulating the Value Proposition Beyond Returns - On Demand
    Investment Planning (No Credit)
    Collapse Forecasting Market Trend Reversals


    Join us for a discussion about identifying potential weaknesses in an established trend (bullish or bearish), the subsequent signals to help determine when that trend may be reversing direction, as well as new signals that confirm a new trend is in place.
     

    Level of Complexity: Intermediate
     

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: June 20, 2018
    On-Demand Release Date: Available Now

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE Forecasting Market Trend Reversals
    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 identifies cryptoassets and their barriers, tax and fee-model considerations and more. This program includes an audience Q and A, and be moderated by Raymond Benton, CFP, CRPC, EA.

    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 The Evolution of Vanguard Advisor


     

    Ryan Donohue, national speaker for Vanguard Financial Advisor Services, will provide perspective on industry trends, and recommend how financial planners can focus on high-value wealth management services to differentiate and thrive in an era of increased and diverse competition for advice. The discussion will cover how advisor's alpha provides value beyond portfolio returns, and how advice offerings continue to evolve as well as the current trends in regulations, fees, and technology.

    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 20, 2019

    Approved Credit:
  • FPA: 1 hour CFP CE

  • ADD COURSEADD COURSE The Evolution of Vanguard Advisor