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  • How Personalized Longevity Estimates Transform Social Security & Retirement Planning
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 02/19/2026 at 1:30 PM (MST)

    Brought to you by the Asian American/Pacific Islanders Knowledge Circle: Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life.

    Brought to you by the Asian American/Pacific Islanders Knowledge Circle:

    Most retirement plans rely on generic life expectancy assumptions—yet no two clients live the same life. This webinar reveals groundbreaking new research showing the measurable value of using personalized lifespan projections to optimize retirement income strategies, improve client outcomes, and strengthen advisor-client trust. In this session, K. Jeremy Ko, PhD will discuss how demographic and health-based longevity modeling dramatically improves Social Security claiming decisions. The featured study, using respondents from the University of Michigan Health and Retirement Study, found that personalized longevity projections increased average lifetime Social Security benefits by $9,000 for women and $12,000 for men compared to traditional planning methods. You’ll discover how individualized lifespan assessments:

    • Reduce the risk of clients outliving their money
    • Enhance precision in withdrawal rate planning
    • Improve Social Security claiming ages—outperforming both standard actuarial tables and commonly recommended ages
    • Boost overall retirement income security
    • Build deeper alignment between advisors and clients through data-driven, personal insights
    • The program also includes demonstrations of online tools that generate personalized lifespan estimates and instantly integrate them into optimized Social Security claiming strategies. This session is of interest to anyone advising clients on retirement income, Social Security timing, or longevity risk. You’ll walk away with practical, advisor-ready techniques you can deploy immediately.

    This session is of interest to anyone advising clients on retirement income, Social Security timing, or longevity risk. You’ll walk away with practical, advisor-ready techniques you can deploy immediately.

    Competency Level: Intermediate
    FPA Competency: Critical Thinking
    CFP Board Topic: Retirement Savings and Income Planning
    CFP Board CE Credit Hours: 0

    Jeremy Ko, PhD

    CEO

    ShoreUp Retirement Solutions

    K. Jeremy Ko brings over two decades of experience across behavioral finance, predictive modeling, and retirement planning. As CEO of ShoreUp Retirement Solutions, he builds and deploys cutting-edge models that predict lifespan and other client outcomes to power more accurate financial planning. His career includes senior roles at Edelman Financial Engines—the nation’s leading robo-advisor—and the AI-driven consumer lending firm Upstart. He previously served as a senior economist at the U.S. Securities & Exchange Commission and as an assistant professor of finance at Penn State University.


    Dr. Ko holds a Ph.D. in financial economics from MIT’s Sloan School of Management and a BA in Physics from Harvard University.

  • Bringing Science to the Art of Relationship
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/17/2026 at 12:00 PM (MST)

    Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

    Enhance the effectiveness of the work you do with your clients by taking a multidisciplinary perspective of the dynamics at play in your relationship, in how you communicate, and in your client’s financial beliefs, behaviors, and decisions. During this presentation, Amy will demonstrate how to apply insights and knowledge from psychology, neurology, and biology to the work you do with your clients to increase effectiveness in the relationship and financial planning process.

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

    • Gain insight into how to increase effectiveness in the work you do with your client by learning how to integrate concepts and theories derived from various disciplines including behavioral finance, positive psychology, and biology into your client meeting process.
    • Understand how relevant information such as core values, perspective, belief, and attitudes influence the clients’ level of engagement and motivation to participate int he financial planning process.
    • Learn how to fine tune your communication and the way that you present your recommendations to better engage your clients and illicit more follow-through

    Amy Mullen, CFP®

    President

    Money Quotient, Inc.

    Amy Mullen, CFP® is President of Money Quotient, Inc., an organization founded in 2001 that teaches financial professionals how to bring science to the art of relationship. In this role, Amy conducts training, provides individualized consulting, and frequently presents at national financial industry conferences on the benefits and effectiveness of a values-based approach to financial planning, understanding clients' financial motivations and how to guide them through change, and creating long-lasting client-planner relationships. All programs and consulting provide a multi-disciplinary, evidence-based approach to financial planning that take into consideration both the practical and emotional aspects that promote financial well-being and life-satisfaction. Outside of the office, Amy enjoys hikes, photography, live music, and cooking.

  • Tax Talk with Larry
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/19/2025 at 2:00 PM (MST)

    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. 

    In December, Larry will be joined by Dien Yuen and they will be discussing Impact Investing

    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

  • MRI Transforms the RTQ and Provides Deeper Client Relationships
    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 12/09/2025 at 11:00 AM (MST)

    On December 12th, 2025, the Financial Planning Association (FPA) will host a special webinar introducing members to the Money and Risk Inventory (MRI) a breakthrough tool reshaping how advisors understand client risk tolerance and money psychology.

    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

  • CFP Ethics: Code of Ethics and Standards of Conduct
    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 12/04/2025 at 12:00 PM (MST)

    A Practical Application of CFP Board’s Code and Standards

    This program fulfills the requirement for CFP Board approved Ethics CE. This program is designed to educate CFP® professionals on CFP Board's Code of Ethics and Standards of Conduct, which is effective July 1, 2024.

    • Recognize when you are providing financial advice 
    • Apply the Fiduciary Duty
    • Describe when Financial Advice requires Financial Planning and the additional obligations that apply
    • Identify duties when using or referring other service providers or technologies
    • Describe the process the CFP Board follows to uphold the Code and Standards
    • Determine what information must be provided to the Client and when to document the exchange of information

    D. Crystal Alford-Cooper, CFP®, CDFA™, CRC®

    Vice President of Planning

    Law & Associates

    Crystal Alford-Cooper, CFP®, CDFA™, CRC®, currently serves on the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

    Always interested as a child in saving and investments, Alford-Cooper recently rejoined Law & Associates Wealth Management and Planning as Director of Financial Planning after previously being with the firm for almost 20 years. She loves talking to everyone and likes to say that she has “no sense of stranger danger.” Her appreciation for others, blended with her lifelong passion for financial wellness, has made helping others forge a path to a sound financial future a way of life for Alford-Cooper.

    Alford-Cooper has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1996; having graduated from the College of Financial Planning’s CFP® program.  She is also a Certified Divorce Financial Analyst (CDFA®) and a Certified Retirement Counselor (CRC®).  She is a registered representative with Raymond James Financial Services, Inc. and holds the designation of Investment Management Consultant from Raymond James’ Institute of Investment Management Consulting (IIMC). She holds a Maryland license for life, health and variable life insurance.  She also has held an adjunct faculty position at Howard Community College.

    Alford-Cooper has served in several key leadership roles.  Her previous board volunteer involvement includes the CFP Board Council on Education (Committee Member), Financial Planning Association of Maryland (Chair 2018), Association of African American Financial Advisors (Past President) and Howard County Police Foundation (Director). Alford-Cooper is also a graduate of Leadership Howard County’s Leadership Premier program and a women’s ministry team leader for her church in Columbia.

    Raised by a phenomenal single Mom, Alford-Cooper remains inspired and proudly carries on her Mom’s legacy – her love for family. She loves spending time with her husband and best friend, Dennis.  Both are proud parents to a son serving in the United States Navy. 

  • Journal of Financial Planning CE Exam: December 2025
    Contains 2 Component(s), Includes Credits

    Self-study exam based on the Journal of Financial Planning, December 2025 Issue

    Self-study exam based on a thorough understanding of articles that include the topics of: Social Security and Medicare planning; Distribution rules and taxation; and Retirement income and distribution strategies.


    Competency Level: Foundational

    FPA Competency: Critical Thinking

    CFP Board Topic: Retirement Savings and Income Planning

    CFP Board CE Credit Hours: 1

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

    • The multitude of options for claiming Social Security in a married couple 
    • Optimal claiming strategies for a wide range of age differences










  • Getting to Know Your FPA Latino Knowledge Circle
    Product not yet rated Contains 3 Component(s)

    Brought to you by the FPA Latino Knowledge Circle, join us for the first of a new series where we will get to know different members of the FPA Latino Knowledge Circle community.

    Brought to you by the FPA Latino Knowledge Circle, join us for the first of a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  Our first guest will be Maria Castillo Dominguez, former host for the Knowledge Circle.

    Competency Level: 
    FPA Competency: 
    CFP Board Topic: 
    CFP Board CE Credit Hours:

  • Behavioral Economics Roundtable: The Psychology of Goals & Purpose with Dr. Charles Chaffin
    Product not yet rated Contains 3 Component(s)

    Brought to you by the Applied Behavioral Economics Knowledge Circle, Join us for an engaging session with Dr. Charles Chaffin—author of The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters—where we’ll explore how behavioral economics intersects with goal-setting, purpose-driven action, and financial planning.

    Brought to you by the Applied Behavioral Economics Knowledge Circle, Join us for an engaging session with Dr. Charles Chaffin—author of The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters—where we’ll explore how behavioral economics intersects with goal-setting, purpose-driven action, and financial planning. Dr. Chaffin draws on cognitive, emotional, and financial dimensions to help individuals and organizations move from “scattered effort” to focused, meaningful achievement. (Dr. Charles Chaffin)

    During the call we’ll dive into:

    • How behavioral biases, motivation, and identity shape goal-setting and pursuit.
    • Frameworks for advisors to engage clients around meaningful goals beyond traditional financial targets.
    • Organizational implications: aligning culture, performance, and purpose through goal-based planning.
    • Practical coaching tools and decision-making strategies that support resilience and fulfilment in client lives.

    Whether you’re an advisor, planner, or leader interested in the behavioral side of goal-based outcomes, you’ll come away with insights you can put into practice right away.

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

    Dr. Charles Chaffin

    Dr. Charles Chaffin writes, consults, coaches, and teaches in FinancialPsychology, Goal-setting, and Organizational Learning.Dr. Chaffin identifiesthe factors that impact a client’s decision making as well as all factors thatimpact the client-advisor relationship. In one year, over 5,000 advisors and2,500 students from over 100 colleges and universities in 15 countries haveadopted the Psychology of Financial Planning Specialist™ program.  As a coach, Dr. Chaffin coaches financialadvisors and executives to help them develop better strategies to engage humanbiases, behaviors, and perceptions. He is Professor of Practice at Iowa State University.

  • Assisting Your Clients to Express Themselves in a Special Way
    Product not yet rated Contains 3 Component(s)

    Brought to you by the Business Success Knowledge Circle, during this presentation we will first explore national trends in charitable giving.

    Brought to you by the Business Success Knowledge Circle, during this presentation we will first explore national trends in charitable giving. Next, we will discuss what motivates people to give to particular charities. And we will conclude by reviewing ways that financial planners might help their clients to include charitable giving in their plans, for mutual benefit. 

    Competency Level: Foundational
    FPA Competency: Client Care & Communication, Critical Thinking
    CFP Board Topic: Estate Planning 
    CFP Board CE Credit Hours: 0

    Rick Blain, CFRE

    Principal

    Richard R. Blain & Associates, LLC

    A Certified Fund-Raising Executive, Rick has more than forty years professional experience in fund development (fund raising) and public relations.  He has served as Chief Development Officer for a health care system and a college, and as Assistant Director of Development for another College. For several years, Rick served as Vice President of a national consulting firm, establishing his own firm approximately twenty-five years ago.

     Richard R. Blain & Associates provides fund development/fund raising counsel to various types of not-for-profit institutions and organizations in Massachusetts and throughout the Northeast. In doing so, Rick assists clients in approaching donors and potential donors for charitable support, as well as approaching financial planners, estate planners, accountants and related professionals.

  • The Correct Crypto Allocation
    Contains 4 Component(s), Includes Credits

    If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits.

    If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits. Ric Edelman will share his new asset allocation model where he will explain why the 60/40 glidepath is dead – and the correct crypto allocation you need to provide each of your clients.

    Click here to submit a question to be answered during the live Q & A. 

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

    • Evaluate the limitations of the traditional 60/40 portfolio construction model. 
    • Determine the appropriate cryptocurrency allocation percentages for client portfolios. 
    • Develop practical implementation strategies for adding cryptocurrency exposure to client portfolios.
    • Understand the evolution of cryptocurrency from speculative investment to potential fiduciary consideration.

    Ric Edelman

    Founder

    Digital Assets Council of Financial Professionals

    Ric Edelman founded the nation’s largest financial planning firm, which manages $300 billion for 1.4 million families across the U.S. He was ranked three times as the nation’s #1 Independent Financial Advisor by Barron’s, is in two industry Halls of Fame and received the IARFC’s Lifetime Achievement Award. He holds two patents for financial product innovation, appeared on Oprah five times and was once the answer to 21 Across in a New York Times crossword puzzle. 

    Edelman is a #1 New York Times bestselling author of 13 books on personal finance, with more than 1.2 million copies sold in eight languages worldwide. Ric’s radio show aired for 32 years with more than one million weekly listeners. His daily podcast was ranked in the top 1%, and Rowan University’s Ric Edelman College of Communication, Humanities and Social Sciences is named in his honor. 

    Ric and his wife Jean and their dogs spend most of their time in Virginia, Arizona and New York.

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