Motivational Interviewing (MI) is a communication style that helps strengthen clients' motivation for and commitment to change.

In a world increasingly defined by rapid change, unpredictability, and information overload, your clients are not just navigating financial uncertainty—they’re living in a VUCA environment: volatile, uncertain, complex, and ambiguous.

In this program, we explore many of the unique investment challenges the community faces, discuss methods to address them, and identify ways that investors can empower themselves financially.

Self-study exam based on the Journal of Financial Planning, May 2026 Issue

Long-term care is one of retirement’s most underplanned risks, often reduced to a single insurance decision despite the unpredictable way care needs unfold.

Self-study exam based on the Journal of Financial Planning, April 2026 Issue

Join us for an empowering and insight-driven session with Cary Carbonaro, as she explores one of the most significant shifts in the financial landscape: the rapid movement of wealth into the hands of women and what it means for advisors, clients, and the industry as a whole.

Self-study exam based on the Journal of Financial Planning, March 2026 Issue

Self-study exam based on the Journal of Financial Planning, February 2026 Issue

Self-study exam based on the Journal of Financial Planning, January 2026 Issue