Self-study exam based on the Journal of Financial Planning, December 2022 Issue

Self-study exam based on the Journal of Financial Planning, November 2022 Issue

Self-study exam based on the Journal of Financial Planning, October 2022 Issue

A program designed to equip the financial planning profession with the knowledge and tools to better understand, engage, and serve a broad range of clients.

Self-study exam based on the Journal of Financial Planning, September 2022 Issue

To meet the growing expectations for tailored client experiences, financial professionals are challenged to weave the techniques of financial planning with the psychology of financial planning. In this webinar, we’ll discuss the need and the client desires to have conversations about estate planning as well as implementing this into your practice, including how to initiate the conversation, implement into your planning and reviews, and behavioral aspects to help motivate clients to action. We’ll share a practical and psychological approach as well as how technology can help you have these difficult conversations.

Self-study exam based on a thorough understanding of articles that include the topics of: behavioral life cycle; cognitive load theory; compensation puzzle; credit card debt; financial literacy; investment performance.

Self-study exam based on the Journal of Financial Planning, August 2022 Issue

Self-study exam based on the Journal of Financial Planning, July 2022 Issue

Self-study exam based on the Journal of Financial Planning, June 2022 Issue