A Practical Application of CFP Board’s Code and Standards

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.

Join the FPA Women & Finance Knowledge Circle for a thoughtful and practical conversation with Neela Hummel, CEO (and one-time intern) of $3.5B Abacus Wealth Partners, on building a firm where culture, purpose, and employee ownership are not afterthoughts, but strategic advantages.

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.

Self-study exam based on the Journal of Financial Planning, February 2026 Issue

Self-study exam based on the Journal of Financial Planning, January 2026 Issue

Self-study exam based on the Journal of Financial Planning, December 2025 Issue

Brought to you by the Speical Needs Planning Community, speaker Liz Yoder will discuss the great features and benefits of ABLE accounts for Special Needs Planning.

If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits.

Join us for a look at how registered index-linked annuities (RILAs) with an income rider can help fund future expenses in a modernized, asset-and cost-efficient strategy.