When client sentiment improves during a meeting, they’re significantly more likely to trust your recommendations, move forward, and deepen the relationship.

Most wealth-transfer planning focuses on preparing the wealth to transfer. But what about preparing the person who will inherit it?

As clients live longer, financial planning increasingly intersects with health, caregiving, housing, family support, legal decision-making, care costs.

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

In this course, you will gain a thorough understanding of the myriad of options available to your clients when they are exploring senior living options.

As global mobility continues to rise, financial advisors are increasingly encountering clients who are considering or actively pursuing an international relocation.

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

Every adviser has met the client with one stock, a very low cost basis, and a substantial gain they do not want to realize carelessly.

Guest speaker Angela Giampolo will lead an engaging and practical session focused on the critical role estate planning plays in protecting LGBTQ individuals, couples, and families.

With market volatility and artificial intelligence dominating the headlines, many clients are asking difficult questions about their portfolios, long-term plans, and whether their investments are at risk.