Career Development
 
Find courses that cover tools, techniques and strategies to develop as a financial planner at any stage of your career.

Career Development (CE Credit)
Career Development (No Credit)
Collapse Journal in the Round : Next Generation of Planners Shifting the Paradigm

September's Journal in the Round : Next Generation of Planners Shifting the Paradigm is a podcast hosted by Hannah Moore on her  weekly program, "You're a Financial Planner, Now What?" In this honest and engaging conversation, Hannah will sit around the table  with Journal contributors Yusuf Abugideiri and Russell Kroeger who co-wrote the cover story on their 3-step model for serving millennial clients.  They will be joined by fellow writers Lisa Kirchenbauer and Andrew Mehari, who shared their story in the September issue about building unique career paths for young planners, discussing the need for innovation in this space, and the new models being created by and for younger planners.  You can listen to this episode here and on FinancialPlannerPodcast.comiTunes, and Stitcher, starting September 26th.

Formats Available: Streaming, Online Materials
Original Course Date: September 26, 2017
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Collapse Sustainability: The Future of the Profession

 

Sustainability is a concept that is shaping the future of financial planning. As growing businesses must meet the demands of more clients and tougher regulations, building a sustainable team presents a solution to these challenges. Learn how to build a team that will support growth goals, empower the next generation, and facilitate long-term succession planning.

 

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

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, Webinar + Archive
Original Course Date: July 11, 2018
On-Demand Release Date: Available Now
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Collapse The Succession Challenge: Why Advisers are Failing to Plan for the Inevitable

 

 

The FPA and Janus Henderson research shows that when it comes to succession planning, many financial planners are stuck. In fact, 51% reported that finding the right successor to their business is their top reason for hesitating to create a succession plan. 

 

 

Join in this interactive, unique discussion that will empower you to jump-start the planning process, providing  solid guidelines for identifying potential successors and for developing a goal oriented plan towards a easier transition to whatever comes next. 


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, Webinar + Archive
Original Course Date: May 30, 2018
On-Demand Release Date: Available Now
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