Philanthropy is an increasingly important area of opportunity for planners and clients.

​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.

Self-study exam based on the Financial Services Review, Vol. 28 No. 4 Issue

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

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.

Self-study exam based on the Journal of Financial Planning, December 2020 Issue

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.

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.

​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.

Self-study exam based on the Journal of Financial Planning, November 2020 Issue