As tools and measurements for building a financial plan keep evolving, there’s an opportunity to better understand how they can be utilized for the benefit of your clients and their plans.

​Help your clients understand how to incorporate charitable giving, tax planning and legacy planning all at once.

​Join us for a discussion on why financial planners, especially those who work with LGBTQ+ clients, should be concerned with the growth in Alzheimer's and cognitive decline, and learn how to recognize the warning signs.

This course is designed to help financial advisors understand how a reverse mortgage works, who could benefit from one, and how to incorporate reverse mortgage strategy into their planning practice as a tool to both enhance and safeguard their client’s retirement.

Self-study exam based on the Financial Services Review, Vol. 29 No. 3 Issue

Self-study exam based on the Journal of Financial Planning, September 2021 Issue

Conversations about retirement can be harder than we'd like because a combination of unspoken client emotions and values, unique personalities, and industry jargon often interfere with good communication and decision making.

Self-study exam based on the Journal of Financial Planning, August 2021 Issue

Self-study exam based on the Journal of Financial Planning, July 2021 Issue

This interactive, self-study course satisfies the CFP Board Ethics CE requirement.