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.
- Apply active listening skills when communicating with clients.
- Select appropriate counseling and communication techniques for use with individual clients.
Determine how a planner can develop a relationship of honesty and trust in client interaction.
March 25, 2020 2:00 PM Eastern