MRI™ revolutionizes risk tolerance by delivering a risk score that truly breaks new ground. MRI also uncovers client biases and behaviors, giving advisors actionable insights to build stronger relationships and drive better outcomes.

Demo MRI here. 

New FPA Member Benefit: Exclusive 10% Savings on the Money & Risk Inventory™ (MRI) Core

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: 0

This session explores how visual thinking can transform retirement-planning conversations. Based on the book Your Retirement Sketchbook, this webinar demonstrates how simple sketches, visual frameworks, and mapping techniques can help advisors communicate complex retirement and longevity concepts more clearly. Hosted by Steve Resch, this practical session focuses on tools advisors can immediately incorporate into client meetings. In this session, advisors will learn how to:

• Use visual frameworks to simplify retirement income and longevity planning
• Improve client engagement and understanding through sketch-based conversations
• Facilitate more meaningful discussions around legacy, risk, and retirement decisions
• Apply practical visualization tools directly in client meetings

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Retirement Planning
CFP Board CE Credit Hours:

• Explain how visual engagement improves client comprehension and behavioral decision-making in retirement planning.
• Identify at least three visualization techniques that can be integrated into financial planning meetings.
• Demonstrate how to use guided sketching exercises to clarify retirement goals, income sources, and risks.
• Apply visualization tools to enhance discussions around longevity risk, long-term care, inflation, tax planning, and legacy strategies.
• Evaluate how visual planning frameworks can strengthen client trust and improve plan implementation rates.

Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change. Their motivation is already there, and MI is a way of helping them uncover it. MI helps explore your clients' own reasons for change in a collaborative way that puts the clients' interests first. In this presentation, you'll learn what MI is and how to use it in your financial planning practice. MI is composed of four stages, engaging, focusing, evoking, and planning, which integrate nicely into your work with clients. You'll learn more about the skills used in motivational interviewing that will make you a better listener, both in your practice and in your life. These skills are asking open-ended questions/prompts, affirmations, reflections, and summaries. Your clients are already motivated. MI helps your clients identify and strengthen that motivation.

Competency Level: Intermediate 
FPA Competency: Interpersonal Impact
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours:

• Learn what Motivational Interviewing (MI) is and how it can help your clients succeed 
• Understand the MI stages (engaging, focusing, evoking, and planning) and how they fit into your financial planning process 
• Understand the skills used in MI - Open-ended prompts, affirmations, reflections, and summaries

Get competition-ready with a guided walkthrough of MoneyGuidePro, the financial planning software featured in the 2026 challenge. This live webinar will introduce key functionality, demonstrate how to build and present a plan, and highlight how teams can use the platform to support their analysis and recommendations.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Long-term care is one of retirement’s most underplanned risks, often reduced to a single insurance decision despite the unpredictable way care needs unfold. Many clients, however, hold substantial home equity that could be incorporated into planning. This session will show advisors how reverse mortgages can work alongside traditional funding methods to help manage cash flow for care and make it easier for people to stay in their homes. Through practical guidance and case studies, participants will learn about eligibility, costs, safeguards, and how housing wealth can generate contingent liquidity, reduce portfolio strain, and improve retirement flexibility within a best-interest framework.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning, Risk Management and Insurance Planning, Retirement Saving and Income Planning
CFP Board CE Credit Hours:1

• Analyze how home equity strategies, including reverse mortgages, can be integrated with traditional LTC and hybrid insurance to manage care-related cash flow and support aging-in-place goals. 
• Describe the fundamental mechanics of reverse mortgages, including eligibility criteria, cost structures, and consumer safeguards, to accurately assess product suitability for clients.
• Demonstrate, through case study analysis, how housing wealth can generate contingent liquidity to reduce portfolio strain and enhance retirement flexibility within a best-interest framework.

Join the FPA Latino Knowledge Circle on Friday, April 24th at 12 PM PST for a Community Roundtable & Networking Session, an informal session to connect with fellow FPA Latino Knowledge Circle members, share ideas, ask questions, and swap experiences.

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Brought to you by the PridePlanners Knowledge Circle, guest speaker Stuart Armstrong will lead an interactive session on his long career of serving clients in the LGBTQ community in a roundtable discussion format with historical perspective on momentous events that has shaped the community in some empowering and challenging ways. He'll provide examples of how he encountered then unique circumstances and strategies and approaches he used to tackle them. The overall intention will be to engage with other attendees to share their stories as we continue working to build a community of leaders.

Competency Level: Advanced
FPA Competency: Critical Thinking
CFP Board Topic: General Principles of Financial Planning
CFP Board CE Credit Hours: 1

• Gain an important historical perspective on the arc of financial planning challenges and progress the LGBTQ+ community and the advisors serving them have faced over the last 40 years  
• Understand more fully how this professional used a wide range of personal and professional skills to promote progress and build community
• Conclude with an action plan of what challenges lay ahead and how we can empower planning professionals in the years to come

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. 

In April, Larry will be joined by Lotus Li and they will be discussing using AI for tax planning.

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

Competency Level: Advanced
FPA Competency: Critical Thinking, Leadership
CFP Board Topic: Tax Planning
CFP Board CE Credit Hours: 0

Brought to you by the Women & Finance Knowledge Circle, join Gretchen Halpin, Co-Founder of Beyond AUM, for a thoughtful and practical conversation on how advisory firms can unlock meaningful, sustainable growth by refining what truly drives it. Be prepared to participate and share.

In this session, Gretchen will explore how firms can sharpen their positioning, clearly articulate their differentiation, and strengthen the relationships that fuel long-term momentum. Drawing on real-world experience working with advisory firms at every stage—from emerging teams to established enterprises—she will unpack the common challenges that create friction and share practical frameworks to help firms grow with intention.

This is not a conversation about doing more marketing. It’s about creating alignment across your business so growth becomes a natural byproduct of clarity.

What You’ll Learn:

• How to define and communicate a clear, differentiated position in a crowded market
• Why most growth challenges stem from a lack of clarity—not effort
• How to align marketing with the client experience to build trust and consistency
• A relationship-driven approach to growth across clients, COIs, and thought leadership
• Practical frameworks you can apply immediately to reduce friction and create momentum

Whether you’re refining your firm’s direction or looking to scale with greater intention, this session will offer a fresh perspective on what actually drives growth—and how to achieve it.

Competency Level: Foundational
FPA Competency: Interpersonal Impact, Leadership
CFP Board Topic: N/A
CFP Board CE Credit Hours: 0

Brought to you by the Investment Planning Knowledge Circle, panelists will share their approach to investment portfolio construction that is fit for the client: selection, allocation and expectation management.

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning
CFP Board CE Credit Hours: 0