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.

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

In this session, participants will explore the strategic use of reverse mortgages as a financial tool within a comprehensive retirement income plan.

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

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

Brought to you by the International & Cross-Border Planning Knowledge Circle: In this mobile society, clients don’t always stay put.

Presented by the Women & Finance Knowledge Circle: Recent events in the middle east and Ukraine have caused many to consider how they might approach personal continuity within an extreme situation.

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

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