This live rebroadcast satisfies the CFP Board Ethics CE requirement.

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.

Are Financial Apps and Websites Effective in Helping Individuals with their Financial Goals? Implications for Financial Planners

Financial Advice, Investment Knowledge, and Portfolio Diversification

Facilitating Virtual Client Meetings for Money Conversations: Skills, Strategies, and Outcomes.

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

Are you in compliance with the new CFP Board Code of Ethics and Standards of Conduct that has been enforced since June 30?

Employer-provided group long term disability (LTD) coverage is a great value. Premiums are often paid by the employer, and the coverage is usually better than you think.