Courses containing Continuing Education (CE) credit
Journal in the Round: Becoming a Quarterback for Clients’ Longevity Planning TeamsProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/29/2020 at 12:00 PM (MDT)
Financial planners need to play a key role in providing holistic guidance to baby boomers to meet these clients’ needs by shifting from being asset managers to lifestyle managers.
Journal in the Round: Navigating Planners and Their Clients Towards Resiliency During the CoronacrashProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 07/22/2020 at 12:00 PM (MDT)
When clients act on unaddressed fear during a bear market, it can lead to poor decisions and damaging effects on their future.
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 07/14/2020 at 12:00 PM (MDT)
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.
You Are the Value: Rethinking and Articulating the Value Proposition Beyond ReturnsContains 4 Component(s), Includes Credits
Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept.
The Seven Steps to Protect Yourself, Your Practice, and Your Clients Who have Diminished Mental CapacityProduct not yet rated Contains 4 Component(s), Includes Credits
What do you do when you discover that one of your clients has a diminished mental capacity?
Putting Value on Your Value: Quantifying Benefits of Portfolio Construction, Wealth Management, and Behavioral Coaching ServicesProduct not yet rated Contains 4 Component(s), Includes Credits
Using Vanguard's Advisor's Alpha research, this presentation focuses on helping financial planners quantify the ways to add value for clients through relationship-oriented services that can go beyond market out performance.
Supporting the Needs of Our Senior Clients: Managing the Process from Wants to NeedsProduct not yet rated Contains 4 Component(s), Includes Credits
As clients' needs change, our role as planners must evolve as well.
Incorporating Health Savings Accounts (HSAs) into Your Financial Planning PracticeContains 4 Component(s), Includes Credits
Most Americans are not saving enough for retirement.
How to Read and Apply Research-Based WritingProduct not yet rated Contains 4 Component(s), Includes Credits
For financial planning to continue to emerge as a true profession, we must ensure that our best practices are based on the best available science, rather than custom and received wisdom.