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

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 February, Larry will be joined by Emily Bouchard and they will be discussing Family Business Succession.

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 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

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

Join fellow professionals in the Special Needs Planning community for a collaborative roundtable designed to foster connection, share expertise, and strengthen our collective impact. This session will provide an opportunity to exchange ideas, learn from one another, and help shape the direction of our network for the year ahead.

 Discussion Objectives:Community Building: Get to know other professionals specializing in special needs planning.

 Knowledge Exchange: Identify key topics and areas of interest members would like to learn more about or share expertise in.

 Expertise Mapping: Highlight the specific areas where members excel to encourage collaboration and peer learning.Member Value: Gather feedback on what would provide the greatest value to participants throughout the year.

 Program Overview: Present the upcoming speaker schedule every othe month starting March, on the 3rd Tuesday at 10am Arizona time so no daylight savings change. 

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

Brought to you by the FPA Latino Knowledge Circle, join us for  a new series where we will get to know different members of the FPA Latino Knowledge Circle community.  In February we will be joined by special guest Juan HernandezAriano.

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

Client events aren’t about logistics — they’re about moments that build trust. The Power of the Moment is a fast-paced, interactive workshop that shows advisors how to design ROM – Return on the Moment™ client experiences that deepen loyalty and spark natural referrals. You’ll learn the core principles behind effective, strategic event moments, map your own business goals to meaningful client experiences, and collaborate with peers to generate fresh, usable event ideas. You’ll leave with clarity, one actionable event concept, and a renewed understanding of how intentional moments drive real business momentum.

Interactive Portion:
Event pathway mapping. Attendees will write down:

1. Their top 1–2 business goals for the next 12 months
2. The client emotions and behaviors that would support those goals
3. The event moments or experiences that could create those emotions/behaviors

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

By the end of this session, attendees will be able to:

• Identify the key elements of strategic event design that create ROM – Return on the Moment™ client experiences including the emotional and relational drivers proven to deepen trust, retention, and referral readiness.
• Connect their core business goals to intentional event outcomes using a structured framework to align goals, client emotions, and purposeful event moments.
• Generate at least one practical event idea that supports their growth, client experience, or brand strategy through peer discussion, shared insights, and guided group collaboration.

This webinar presents findings from Kansas State University's survey focused on practitioner challenges and opportunities in the financial planning profession, with a special emphasis on client psychology competencies. Unlike traditional surveys that center on compensation or firm-level trends, this study captures relevant insights into the emotional, relational, and psychological “pain points” practitioners face in client work. Attendees will explore key pain points in the Psychology of Financial Planning, discover areas where additional training is needed, and review practitioner-identified topics in need of further research. The session will also discuss strategies for improving the accessibility and relevance of academic research in practice.

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

• Identify the most significant challenges financial planners face in the Psychology of Financial Planning and recognize opportunities for targeted training to address these pain points.
• Evaluate key topics within financial planning that practitioners believe would benefit from further research, and understand their potential impact on client work.
• Reflect on potential ways to disseminate research findings to practitioners to enhance the practical application of research in the financial planning industry.

This presentation will completely change everything you ever thought about how estate planning can help you grow your financial practice, increase AUM, add life insurance sales, and improve the lives of client families. Prepare to be shocked when you understand how easy it really is!

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

• Understand the behavioral issues that have made traditional estate planning approaches so difficult. 
• Learn the simple changes that advisors can implement almost immediately to help them be more successful and more valuable to both new and existing clients. 
• Discover how deeper understanding can turn small adjustments in communications into transformational changes in outcomes.

Brough to you by the Applied Behavioral Economics Knowledge Cirle, this session explores the growing trend of Americans considering life abroad, delving into the financial complexities and psychological factors that planners must understand to support globally mobile clients.

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Psychology of Financial Planning
CFP Board CE Credit Hours: N/A

• Discuss current trends in cross-border migration and U.S. expatriation.
• Identify cross-border financial planning essentials to determine appropriate planning strategies.
• Recognize and address the psychological, emotional, and behavioral factors that impact a client’s decision to move abroad and integrate these considerations into a comprehensive financial planning process.