
Courses containing Continuing Education (CE) credit
Rebroadcast - Course 1: The Benefits of Philanthropy and Ways to Engage Clients in Philanthropic Discussions
Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/10/2021 at 12:00 PM (MST)Philanthropy is an increasingly important area of opportunity for planners and clients.
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Rebroadcast - Charitable Giving: Good for Your Practice, Good for the World
Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 02/03/2021 at 12:00 PM (MST)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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- Non-member - $49
- Member - $29
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Financial Services Review CE Exam: Vol. 28 No. 4
Product not yet rated Contains 2 Component(s), Includes CreditsSelf-study exam based on the Financial Services Review, Vol. 28 No. 4 Issue
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- Non-member - $49
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Journal of Financial Planning CE Exam: January 2021
Contains 2 Component(s), Includes CreditsSelf-study exam based on the Journal of Financial Planning, January 2021 Issue
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- Non-member - $49
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All Options on the Table: Three Ways Options-Based Strategies Address Portfolio Challenges
Product not yet rated Contains 4 Component(s), Includes CreditsThis presentation breaks down the options-based strategies category in Morningstar into three sub categories that better characterizes the three different types of strategies by their specific objectives.
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Journal of Financial Planning CE Exam: December 2020
Contains 2 Component(s), Includes CreditsSelf-study exam based on the Journal of Financial Planning, December 2020 Issue
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- Non-member - $49
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Vanguard's ESG ETFs: Helping Clients Make an Impact
Product not yet rated Contains 4 Component(s), Includes CreditsThe 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.
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- Non-member - $49
- Member - $29
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From Dire to Bleak: The Outlook for Bonds in the Wake of COVID-19 OD
Product not yet rated Contains 5 Component(s), Includes CreditsIn 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.
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- Non-member - $49
- Member - $29
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Your Most Pressing Client Insurance Questions, Answered: Healthcare, LTD, LTC, Medicare and More
Product not yet rated Contains 4 Component(s)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.
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- Non-member - $29
- Member - $9
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Journal of Financial Planning CE Exam: November 2020
Contains 2 Component(s), Includes CreditsSelf-study exam based on the Journal of Financial Planning, November 2020 Issue
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- Non-member - $49
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