Practice Management
 
Find courses that cover how to start, grow, or transition your financial planning business, and techniques/strategies to better communicate with both clients and employees.

Practice Management (CE Credit)
Collapse How to Avoid Falling Victim to a Cyberattack - On Demand


It's not a matter of if you fall victim to a cyberattack, but when you'll fall victim to a cyberattack. Are you informed enough to know what to do when a breach happens? If not, you'll face legal and financial burdens, and put your practice at risk. Learn about network security and how to protect your firm's privacy as well as your clients' privacy.

Level of Complexity: Overview

Formats Available: Streaming
Original Course Date: September 13, 2018
On-Demand Release Date: Available Now

Approved Credit:
  • FPA: 1 hour CFP CE

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    Practice Management (No Credit)
    Collapse Best Practice Spotlight: How SignatureFD Takes Client Niches to the Next Level


    The benefits of adopting a niche-orientation are well-known. Planners can gain greater efficiency, depth, and differentiation from these benefits. But what happens when planners build niches into actual client communities? Join Heather Fortner and Jay Loyd of SignatureFD in Atlanta, Ga. for an inside look at how they are creating differentiated value with this approach.

    Intermediate: Builds upon knowledge in an overview level/assume working knowledge of topic. For CFP with previous exposure / 3 years experience.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: April 02, 2019
    On-Demand Release Date: Available Now
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    Collapse Creating a Culture Built for Growth


    Creating a sustainable enterprise is the key to achieving professional freedom and fueling long-term growth for your business. Creating a culture that can achieve your growth goals requires both the right business structure and leadership that inspires engagement, ownership, and responsibility for your next generation planners. Gallup research shows that at least 70 precent of the factors affecting the engagement of your team are within your control. Are you providing the culture where A-players can excel? Learn the essential elements of strategic leadership that can catalyze inspiration into execution and complete an “A-Employer Audit.”
     

    Please note that if you register for this partner-sponsored webinar, you are opting to receive communication from this webinar's partner. For more information about FPA's privacy policy, click here.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: June 05, 2019
    On-Demand Release Date: Available Now
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    Collapse Journal in the Round: AI


    The demand for planners to learn how to prepare for AI in financial planning continues to grow as clients' expectations of services increase and their willingness to pay for asset management decreases. The contributors of the January's Journal of Financial Planning will discuss the anticipated changes, and be ready to answer questions to help planners learn how to adopt phases of leveraging scaled technology now and in the future, preparing practices and clients for the technology shift. It will include an audience Q and A, and 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, Live Event + Archive
    Original Course Date: January 30, 2019
    On-Demand Release Date: Available Now
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    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
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    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
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    Collapse Recruiting Is Your Most Important Investment and Growth Strategy

     

     

    Historic revenue data from across the country shows that recruiting and retaining the next generation of professionals may be the most valuable business investment a growth-minded financial planning firm can make. Yet many firms are not sure where to begin. With a focus on providing immediate steps to implement impactful recruiting/onboarding strategies to fuel long-term growth and sustainability,  FP Transitions' Christine Sjolin will share insights about growth rates and client demographics, as well as information from colleges and recruiters on how to stand out and attract incoming talent.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: October 02, 2019
    On-Demand Release Date: Available Now
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    Collapse To Charge or Not to Charge

    Have you been wondering how you should be compensated for your financial planning services? Join Kevin Hughes, executive vice president at Enterprise Sales, to learn insights into how your peers are charging for their services based on new research conducted by PIEtech (the creator of MoneyGuidePro).

    Formats Available: Streaming
    Original Course Date: November 15, 2017
    On-Demand Release Date: Available Now
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    Collapse Turning Insight Into Action: What Financial Planning Firms Can Learn from the 2019 FA People and Pay Study


    Join the TD Ameritrade Institutional benchmarking team for an in-depth look at the 2019 FA Insight People and Pay study, as they share the trends, insights, and best practices employed by the industry's top performing standout firms. The goal of the study is to understand how firms are “best leveraging and optimizing their greatest asset – people,” and this year’s results reflect the changing composition of advisory firms by looking deeper into diversity trends, productivity, employee engagement, and developing owners. In addition to seeing how their  firm “stacks up,” financial planners will learn more about tracking KPIs, organization design and staffing, cultivating great talent, and other findings they can apply to their own business.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: October 01, 2019
    On-Demand Release Date: Available Now
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    Collapse What is Keeping Financial Planners and Their Clients Up at Night?

       

     

    New research from FPA, Janus Henderson Investors and Investopedia reveals the forces that are causing stress for financial planners and the clients they serve, and the tactics being employed to combat that stress. Join this panel discussion to explore the research and learn how to address the stresses of operating a financial planning practice and to better serve clients.

    Formats Available: Streaming, Live Event + Archive
    Original Course Date: June 12, 2019
    On-Demand Release Date: Available Now
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