
Critical Thinking
Sound decisions begin with thoughtful analysis and objective reasoning.
Critical Thinking empowers financial planners to evaluate information, challenge assumptions, and arrive at well-reasoned conclusions in the best interest of their clients.
Why It Matters
In an increasingly complex planning environment, the ability to think critically is essential. From assessing financial data to weighing trade-offs and anticipating consequences, strong thinking skills help planners provide clarity and confidence. Developing this competency supports better problem-solving, stronger recommendations, and more intentional client outcomes.
The FPA Competency Model™ Topic: Critical Thinking
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Product not yet rated Includes a Live Web Event on 07/15/2025 at 12:00 PM (MDT)
Brought to you by the Tax & Estate Planning Knowledge Circle: The Tax Cuts and Jobs Act will be expiring by the end of 2025, but in its place will be many tax provisions in The One, Big, Beautiful Bill.
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Product not yet rated Includes a Live Web Event on 06/27/2025 at 2:00 PM (MDT)
Larry Pon wants to continue the tax conversation with you!
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Product not yet rated Includes Credits Includes a Live Web Event on 06/25/2025 at 12:00 PM (MDT)
With seniors today controlling over $14 Trillion in home equity, and needing to plan for a 20 year or longer retirement, the inclusion of home equity in the planning process could enhance retirement outcomes.
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Brought to you by the Women & Finance Knowledge Circle: Join the Women & Financial Knowledge Circle on June 12th for a real-world conversation circle discussion.
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Brought to you by the PridePlanners Knoweldge Circle: Many clients, especially LGBTQ+ clients, have been talking about moving to a foreign country.
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Self-study exam based on the Journal of Financial Planning, June 2025 Issue
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Brought to you by the Applied Behavioral Economics Knowledge Circle, this session integrates behavioral finance and financial intelligence by emphasizing values-based decision-making.
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Tuition inflation, Department of Education changes, student loan repayment changes, and new financial aid rules!
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Issue: March 2025 By: Randy Gardner, J.D., LL.M., CPA, RLP, CFP®, AEP - Distinguished; Julie Welch, CPA/PFS, CFP®, AEP - Distinguised; and Creyton Vincent
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