Courses containing Continuing Education (CE) credit
Vanguard's ESG ETFs: Helping Clients Make an ImpactProduct not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 11/10/2020 at 12:00 PM (MST)
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.
LGBTQ Financial ExperienceProduct not yet rated Contains 3 Component(s) Includes a Live Web Event on 10/14/2020 at 10:00 AM (MDT)
The LGBTQ population contains between 16 - 20 million people in the US, with an estimated $884 billion in buying power as of 2014.
Marriage Equality: Planning for an Advancing WorldProduct not yet rated Contains 4 Component(s), Includes Credits
Discrimination and protection issues still exist for the LBGTQ community despite the progress that has been made on the state and federal levels.
Journal in the Round: Lessons in Shifting Clients' Panic to ConfidenceProduct not yet rated Contains 4 Component(s), Includes Credits
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 in the Round: Becoming a Quarterback for Clients’ Longevity Planning TeamsProduct not yet rated Contains 4 Component(s), Includes Credits
Financial planners need to play a key role in providing holistic guidance to baby boomers to meet these clients’ needs by shifting from being asset managers to lifestyle managers.
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.
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