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.

Self-study exam based on the Financial Services Review, Vol. 28 No. 3 Issue

Self-study exam based on the Journal of Financial Planning, August 2020 Issue

​When clients act on unaddressed fear during a bear market, it can lead to poor decisions and damaging effects on their future.

​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.

Self-study exam based on the Journal of Financial Planning, July 2020 Issue

Join Paul Bosse, CFA, principal in Vanguard Investment Strategy Group, to learn how you can add value or alpha using the Vanguard's Advisor's Alpha concept.

What do you do when you discover that one of your clients has a diminished mental capacity?

Using Vanguard's Advisor's Alpha research, this presentation focuses on helping financial planners quantify the ways to add value for clients through relationship-oriented services that can go beyond market out performance.

​As clients' needs change, our role as planners must evolve as well.