Learning Center

Course Catalog Advanced Search

Search by Category
Search by Format
Sort By
Search by Type
Search by Category
Search in Packages
Search by Format
Search by Type
Search by Date Range
Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
Start
End
Search by Keyword
Sort By
  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/08/2023 at 1:00 PM (MDT)

    Mike Byrnes, owner of Byrnes Consulting, will present about how to create clients that are raving fans, even in volatile or down turning markets.

    Mike Byrnes, owner of Byrnes Consulting, will present about how to create clients that are raving fans, even in volatile or down turning markets. 

    Attendees will get a better understanding of how to create highly satisfied clients, which can lead to better retention and even more client referrals.

    Mike Byrnes

    Owner of Byrnes Consulting, LLC

    Byrnes Consulting

    Mike Byrnes, a national speaker and Owner of Byrnes Consulting, LLC, works with advisors to help them become even more successful.  He is a recognized thought leader on practice management topics and has been published 400 times in over 40 media outlets throughout the financial services industry.  He has over 30 years’ of expertise is in business planning, marketing strategy, business development, client service and management effectiveness, along with several other areas.  He specializes in helping businesses grow by utilizing the right mix of branding, PR, websites, emails, social media, sales, events, advertising, direct mail, marketing collateral and research.  In his free time, Mike serves as a volunteer consultant and speaker for Empower Success Corps helping hundreds of charities in New England. Mike received his MBA from Boston College and BS from Saint Michael's College.  Learn more at ByrnesConsulting.com.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/19/2023 at 12:00 PM (MDT)

    The current environment for financial savings and investing is changing rapidly and tomorrow's clients will look very different than today's.

    The current environment for financial savings and investing is changing rapidly and tomorrow's clients will look very different than today's. Just as changes in the market require a new approach to financial strategies, changes in demographics require a new approach to attracting and retaining clients. To help you engage the next generation of clients and prospects, we'll share data-driven insights and offer creative ideas for servicing NextGen clients as they begin the journey to becoming the wealthiest generations in American history.

    • How Millennial and Gen Z investors compare to other generations
    • How technology and digitalization has shaped NextGen investor's expectations
    • How financial professionals can better attract and retain NextGen investors

    Travis Walker

    Allianz Life Insurance Company of North America

    With more than 15 years at Allianz Life, Walker has broad experience in how the financial services industry can address the needs of diverse groups.Experience: 15 years with Allianz Life in a range of roles – from suitability, operations, and internal sales to managing external partnerships. Chair of B.E.L.O.N.G., an employee resource group for Black and African American people at Allianz Life. Board member of G.R.A.C.E., the global race and ethnicity group for all Allianz entities worldwide.Education, certifications, and memberships: FINRA 6 and 63 securities registrations, Minnesota Life and Health, Board member of GRACE

    image

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/16/2023 at 2:00 PM (MDT)

    Larry Pon wants to continue the tax conversation with you!

    Larry Pon wants to continue the tax conversation with you! Have questions? Larry has answers! Join us for a LIVE Q&A session where Larry answers your tax-related questions and provides up-to-date insight on laws and regulations. 

    If you have questions ahead of time, you can send them to learning@onefpa.org. 

    Lawrence Pon, CFP®, CPA, PFS, EA, USTCP, AEP

    Pon & Associates

    Mr. Pon is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, and Accredited Estate Planner in Redwood Shores, CA.   

    Mr. Pon has been practicing since 1986.  He provides the latest advanced tax and financial planning strategies to financial planners so they can be knowledgeable with their clients.

    Mr. Pon received his BS in Business Administration from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

    Mr. Pon is a long time member of the Financial Planning Association and speaks frequently to the San Francisco and Silicon Valley Chapters.

  • Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/14/2023 at 12:00 PM (MDT)

    Join distinguished professional and planned giving expert, Bryan K. Clontz, to discuss the newest opportunities in charitable financial planning: qualified charitable distributions (QCDs) for life income gifts, charitable remainder trusts and charitable gift annuities (CRTs and CGAs). This webinar will cover new rules, open questions, practical considerations, and case study opportunities to equip attendees with the valuable information needed to best assist their clients.

    Join distinguished professional and planned giving expert, Bryan K. Clontz, to discuss the newest opportunities in charitable financial planning: qualified charitable distributions (QCDs) for life income gifts, charitable remainder trusts and charitable gift annuities (CRTs and CGAs). This webinar will cover new rules, open questions, practical considerations, and case study opportunities to equip attendees with the valuable information needed to best assist their clients.

    • Understand the quick history and prior QCD rules;
    • Discuss tax implications and practical considerations of these types of donations with clients; 
    • Create new, tax-wise charitable life-income donations for clients!

    Bryan Clontz Ph.D., CFP®, CAP®, AEP®

    President

    Charitable Solutions, LLC

    Bryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tucson, AZ.

    image
  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/13/2023 at 10:00 AM (MDT)

    In celebration of Pride Month, Knowledge Circle host Jim Marrocco, CFA, CFP® will moderate a discussion group.

    In celebration of Pride Month, Knowledge Circle host Jim Marrocco, CFA, CFP® will moderate a discussion group. We ask participants to bring planning topics, specific cases, and questions to discuss and brainstorm in an open forum format. The conversation may touch on topics including, but not limited to:

    • Being LGTBQ+ and the impact on your finances and how it's different for different parts of the community 
    • Family Planning and Implications for Finances 
    • Partnership, Marriage, and Impacts on Planning
    • LGBTQ+ Elder/Aging Planning
    • Dealing with health, life and disability insurance for LGBTQ+ folks
    • Considering the financial perspectives of different generations of LGBTQ+ folks

    Jim Marrocco, CFP®, CFA (he, him, his)

    Founder and Head Financial Planner

    Thinking Big Financial, Inc.

    Jim Marrocco, CFP® is the founder and head financial planner at Thinking Big Financial, Inc. Thinking Big Financial is a fee-only financial planning firm specializing in working with the LGBTQ community.

  • Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/08/2023 at 12:00 PM (MDT)

    Our speaker this month is an expert in negotiating and will share with us how best to negotiation your compensation, whether that is salary, benefits, responsibility.

    Our speaker this month is an expert in negotiating and will share with us how best to negotiation your compensation, whether that is salary, benefits, responsibility.  This session will apply to not only employees, but to those Solos who are negotiating client fees.  This is about knowing your worth and how to ask for it.

    Jen Rubin

    Partner and Member of Employment, Labor and Benefits Section

    Mintz Law

    I practice employment law. I say "practice" because every day I learn something new - about the law, about the clients I work with, about my colleagues and about other lawyers. I like to think that after more than 30 years of practice I can put this knowledge to good use. And I try to do that every day. But mostly I am so very fortunate to be doing something I love with some of the best and brightest clients and colleagues a professional could hope for.

    I like to think that the right intersection of passion, skill and fearlessness makes a difference in this profession. If you agree, I hope we get a chance to solve some problems together - and enjoy ourselves while doing so.

  • Contains 2 Component(s), Includes Credits

    Self-study exam based on the Journal of Financial Planning, June 2023 Issue

    Self-study exam based on a thorough understanding of articles that include the topics of: Gift, estate, and GST tax compliance and calculation; Planning for special needs and circumstances; Social Security and Medicare planning; Distribution rules and taxation; and Retirement income and distribution strategies.

    After reading and understanding the two articles required for this exam, the planner will:

    • Understand how to incorporate future income taxes into an inheritance and how that works with 2 beneficiaries.
    • Understand that the closer two beneficiaries are in future tax brackets, the less effective a coordinated estate plan will be in improving after-tax inheritance.
    • Understand how a multiphase retirement withdrawal strategy can improve lifetime earnings after taxes due.


  • Product not yet rated Contains 3 Component(s)

    Please join us on Tuesday, May 23rd at 3 pm ET for the May 2023 Investment Planning Knowledge Circle.

    Please join us on Tuesday, May 23rd at 3 pm ET for the May 2023 Investment Planning Knowledge Circle.

    In this session, guest speaker Christian Munafo will cover:

    • The evolution of the Private Market
    • Private Capital Markets Poised for Continued Growth
    • Secondary Market Overview
    • Entry for Client Portfolios
  • Product not yet rated Contains 3 Component(s)

    Join us at May’s Tax and Estate Planning Knowledge Circle for a deep dive on how to read a client’s tax return for planning opportunities and accuracies.

    Join us at May’s Tax and Estate Planning Knowledge Circle for a deep dive on how to read a client’s tax return for planning opportunities and accuracies. Whether you’re brand new to tax planning or looking for a refresher on how to make the most of the tax returns your clients are sending post tax filing season, this session is a great primer for those seeking opportunities to optimize tax planning strategies.

    Claire Thornton, CFP®, EA

    Financial Planner

    Inspired Financial

    Claire Thornton is a CERTIFIED FINANCIAL PLANNER TM professional based in Huntington Beach, California. Claire works for Inspired Financial, a planning firm focused on helping women navigate the major life transitions that come with widowhood or divorce. Claire’s work at Inspired Financial is primarily focused on tax and estate planning and she is currently pursuing a Masters in Advance Financial Planning with a concentration in Taxation through Golden Gate University. Through the Tax and Estate Knowledge circle, Claire enjoys the opportunity to connect with other professionals in discussing the ever-evolving space of tax and estate planning.

    Easton Price, CFP®

    Financial Planner

    Inspired Financial

    Easton Price is a CERTIFIED FINANCIAL PLANNER TM professional based in Huntington Beach, California. As a fee-only Financial Planner for Inspired Financial, Easton works predominantly with women experiencing life transitions (i.e., divorce, loss of spouse, etc.). Easton enjoys being part of the solution for whatever issue his clients are facing. When out of the office, Easton enjoys playing sports, going to the movies or bumming it on the beach!

  • Product not yet rated Contains 3 Component(s)

    Join us for the May Women & Finance Knowledge Circle when we’ll be talking about how to help women clients write their new money narrative as they navigate life changing events.

    Join us for the May Women & Finance Knowledge Circle when we’ll be talking about how to help women clients write their new money narrative as they navigate life changing events.

    When life is changing we get a big pause between the time the old normal is dissolving and a new normal is being created.

    These life quake events can be a time of both pain and possibilities. Rather than acting on the previous money story you can invite your women clients to create a new narrative to guide their choices and decisions.

    Susan will cover how to invite a bigger view of what comes next and how to use a customizable structure for discovery conversations.

    Susan Bradley, CFP®, CeFT®

    Founder

    Sudden Money Institute

    Susan Bradley, CFP®, CeFT® is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the CeFT® training). For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.