On May 21, 2026, the Financial Planning Association (FPA) will host a special webinar introducing the Money and Risk Inventory (MRI), an innovative, research-based assessment that combines advanced risk measurement with financial psychology insights.

The MRI is more than a risk tolerance tool. It helps advisors better understand their clients’ financial psychology, such as overconfidence, financial FOMO, and even their willingness to take action on their financial plan. These insights produce actionable insights to the advisor, creating more meaningful client conversations, stronger retention, and more productive prospect meetings from the very beginning.

The risk tolerance component explores the behavioral side of clients’ willingness to take risk, beyond a stated preference but a risk score based upon clients’ risk composure and ability to take risk.

By uncovering the psychological drivers behind financial decisions, MRI helps advisors build deeper relationships and deliver more personalized planning experiences.

You can demo the full MRI Core here.

Special Benefit for FPA Members: Attend the webinar and receive a 10% discount on MRI access.

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.

Brought to you by the Women & Finance Knowledge Circle: 

Leadership isn’t defined by title or team size—it’s reflected in how you communicate, take ownership, and show up in your work and relationships.

Join executive leadership coach Shannon O’Toole for an interactive session designed to tackle the real challenges leaders face every day—whether you lead a team, collaborate with peers, or are focused on leading yourself more effectively.

We’ll begin by crowd-sourcing the most common leadership challenges from the group—then focus on three high-impact tools to help you lead with greater clarity, confidence, and intention.

In this session, Shannon will introduce practical frameworks to help you:

• Create clarity by setting expectations with yourself and others
• Strengthen feedback by building more open, effective communication in any relationship
• Improve collaboration so you can work more productively across teams, clients, and stakeholders

Each tool is simple, actionable, and designed for immediate use; whether you’re managing a team or navigating your own role within a broader organization.

This session is ideal for advisors, professionals, and leaders at any stage who want to elevate how they think, communicate, and lead—without adding unnecessary complexity.

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

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

As visibility increases for financial planners through PlannerSearch, more prospects will be able to find and evaluate advisors.

But visibility alone does not drive growth.

The advisors who benefit most will be those with a clear, repeatable system to turn that visibility into client relationships.

Led by Robert Sofia, CEO of Snappy Kraken, this series introduces the Lead Lifecycle—a practical framework for turning visibility into consistent, measurable growth.

Across five modules, you’ll learn how to attract, capture, nurture, and convert more opportunities—so your marketing works as a connected system, not a set of disconnected efforts.

This presentation introduces the Lead Lifecycle framework and shows how increasing visibility—driven by PlannerSearch—can be turned into a structured growth system.

What You’ll Learn

• How PlannerSearch is changing planner visibility
• The 5 stages of the Lead Lifecycle (Attract → Activate  → Nurture → Retain & Refer →Convert)
• Where opportunities are commonly lost
• How to build a simple, repeatable system

Competency Level: Foundational
FPA Competency: Interpersonal Impact
CFP Board Topic: Practice Management
CFP Board CE Credit Hours: 0

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

Most financial advisors know AI could help them — they just don't have time to figure out where to start. In this session, Allyson Lewis, a 33-year financial services veteran and AI implementation expert, walks through three automations that address the tasks advisors repeat every single day: triaging the morning inbox, building a prioritized daily game plan, and preparing for client meetings. Each automation has a clear before-and-after, requires no coding knowledge, and can be implemented immediately. Attendees leave with a concrete picture of what an AI-assisted advisory practice looks like in the real world.

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

• Identify three categories of daily financial advisory tasks — inbox management, daily scheduling, and client meeting preparation — that are well-suited for AI automation. 
• Apply an AI-assisted email triage framework to reduce morning inbox processing time and surface the most urgent client communications for immediate action. 
• Construct a pre-meeting client brief using AI-assisted data gathering that synthesizes account activity, CRM notes, industry news, and conversation starters into a concise one-page summary. 
• Evaluate their current practice workflow to identify which daily tasks are most immediately addressable through AI automation tools.

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