Courses containing Continuing Education (CE) credit
Journal in the Round: Lessons in Shifting Clients' Panic to ConfidenceProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 08/26/2020 at 12:00 PM (MDT)
Explore and discover how to apply the behavioral interventions outlined in the Journal of Financial Planning (JFP) cover story and discuss the importance of understanding clients’ behaviors and biases in investment planning to optimize clients’ well-being and financial results.
Journal of Financial Planning CE Exam: August 2020Product not yet rated Contains 2 Component(s), Includes Credits
Self-study exam based on the Journal of Financial Planning, August 2020 Issue
Journal in the Round: Navigating Planners and Their Clients Towards Resiliency During the CoronacrashProduct not yet rated Contains 4 Component(s), Includes Credits
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 4 Component(s), Includes Credits
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.