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.

Dividing marital assets is more than just balancing numbers—it's about understanding the hidden tax implications and long-term financial impacts of each decision.

Join Stephen Resch and guest Michael Kitces as they discuss the often-over-looked use of home equity in a retirement plan.

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

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

Brought to you by the Speical Needs Planning Community, speaker Liz Yoder will discuss the great features and benefits of ABLE accounts for Special Needs Planning.

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

Join us for a look at how registered index-linked annuities (RILAs) with an income rider can help fund future expenses in a modernized, asset-and cost-efficient strategy.

This webinar presents findings from Kansas State University's survey focused on practitioner challenges and opportunities in the financial planning profession, with a special emphasis on client psychology competencies.

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