Courses containing Continuing Education (CE) credit
Rebroadcast - Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic DiscussionsProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/10/2021 at 12:00 PM (MST)
Philanthropy is an increasingly important area of opportunity for planners and clients.
Rebroadcast - Charitable Giving: Good for Your Practice, Good for the WorldProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/03/2021 at 12:00 PM (MST)
Philanthropy is more than responding to individual solicitations with one-time gifts. It is strategic, built for long-term impact, and aligned to a purposeful mission.
All Options on the Table: Three Ways Options-Based Strategies Address Portfolio ChallengesProduct not yet rated Contains 4 Component(s), Includes Credits
This presentation breaks down the options-based strategies category in Morningstar into three sub categories that better characterizes the three different types of strategies by their specific objectives.
Vanguard's ESG ETFs: Helping Clients Make an ImpactProduct not yet rated Contains 4 Component(s), Includes Credits
The year 2020 has made us more aware of the impact our choices have on others and the world at large, and has helped drive a new wave of investors in ESG as an investment category.
From Dire to Bleak: The Outlook for Bonds in the Wake of COVID-19 ODProduct not yet rated Contains 5 Component(s), Includes Credits
In this webinar, Marc Odo, CFA®, FRM, CAIA, CIPM, CFP® will revisit the trends and concerns raised a year ago in his Bleak Future of Bonds (white paper) and explore how they have been exacerbated by the COVID-19 pandemic.
Your Most Pressing Client Insurance Questions, Answered: Healthcare, LTD, LTC, Medicare and MoreProduct not yet rated Contains 4 Component(s)
Join FPA’s leading insurance partners for a live update on the insurance marketplace for all types of personal and group insurance options, including but not limited to: Healthcare, Long Term Disability, Long Term Care, Medicare, and more.
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