In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous. These conditions don’t just challenge financial plans; they test emotional resilience, decision-making clarity, and personal well-being.

Join Amy N. Mullen, CFP®, President of Money Quotient, for a timely and insightful webinar exploring how financial planners can better support clients facing the psychological and emotional toll of a VUCA world. Drawing on behavioral science and practical experience, Amy will break down each element of the VUCA framework and share how these dynamics influence client behavior, stress responses, and decision-making capacity.

More than just financial strategies, this session will provide tools for helping clients focus on what they can control, align their choices with core values, and develop greater resilience. You’ll leave with a deeper understanding of how to reduce client anxiety, facilitate adaptive

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

• Understand the VUCA Landscape: Define the components of VUCA (volatility, uncertainty, complexity, ambiguity) and explore how each affects client psychology and decision-making.
• Support Emotional Resilience: Learn how to recognize signs of stress and overwhelm in clients and introduce supportive strategies that foster emotional regulation and grounded thinking.
• Enhance Adaptive Planning: Discover methods for guiding clients toward flexible, values-based decision-making in unpredictable circumstances.
• Strengthen Communication: Gain insights into facilitating calming, confidencebuilding conversations that empower clients to focus on what matters most and what’s within their control.

Brought to you by the PridePlanners Knowledge Circle, in this program, we explore many of the unique investment challenges the community faces, discuss methods to address them, and identify ways that investors can empower themselves financially. We will also dive into how how FAs can reach the community, regardless if they are a member or an Ally. Finally we will talk about how to customize portfolios to align with client's individual values that may resonate across the LGBTQ+ community. 

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

• Understand the business opportunity the LGBTQ+ community presents to financial advisors.
• Understand the unique investment challenges the community faces.
• Learn how to reach the community, regardless if you are a member or an Ally.
• Learn how to customize portfolios via direct indexing to align with client's individual values that may resonate across the LGBTQ+ community. 

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 May, Larry will be joined by Christopher Karachale and they will be discussing QSBS'

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

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

Brought to you by the Asian-American/Pacific Islanders Knowledge Circle, this presentation introduces an educational session on how artificial intelligence is transforming modern tax planning for financial advisors. It explores the evolution of tax planning from a secondary service to a core driver of client value, highlights the limitations of traditional CPA-advisor workflows, and presents a new framework for proactive, dynamic tax planning powered by AI. Attendees will gain insights into identifying advanced tax strategies, modeling multi-year outcomes, and safely collaborating with tax professionals to deliver measurable tax savings and stronger client relationships.  

Competency Level: Intermediate
FPA Competency: Critical Thinking
CFP Board Topic: N/A
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 Special Needs Planning Community, when divorce involves children with disabilities, the planning process becomes more complex—emotionally, legally, and financially. Certified Special Needs Divorce Coach Mary Ann Hughes will share insights into the unique challenges these families face, along with key considerations for financial professionals serving clients with special needs in their planning.

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 on Friday, May 15th at 12 PM PST for a CFP Exam Success Panel featuring Bryant Rivera Colón and Cindy Randolph, who will share their CFP exam experiences, study strategies, and key tips for success. This informal session is a great opportunity to ask questions, gain practical insights, and connect with fellow FPA Latino Knowledge Circle members preparing for or supporting the certification journey.

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

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: 1

• 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