Upcoming Live Events & Learning Sessions
Looking to learn in real-time with experts and peers?
Check out FPA’s upcoming live events — including webinars, workshops, and special topic sessions. These interactive opportunities are designed to help you grow, stay informed, and stay connected.
Why Attend a Live Event
Live sessions give you access to current thinking, real-time Q&A, and direct engagement with presenters and fellow professionals. Whether you’re joining virtually or attending in person, these events help bring learning to life and create meaningful professional connections.
Upcoming Live Events
9 Results
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Includes a Live Web Event on 10/29/2025 at 10:00 AM (MDT)
Brought to you by the Applied Behavioral Economics Knowledge Cirlce: This presentation will discuss: What we normally think of in the situation of fight/flight/freeze How fight/flight/freeze is healthy and natural Why does it show up in Financial Advisor appointments with clients What to do and what not to do when encountering fight/flight/freeze in client appointments
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Product not yet rated Includes a Live Web Event on 11/11/2025 at 1:00 PM (MST)
Brought to you by the Business Success Knowledge Circle, during this presentation we will first explore national trends in charitable giving.
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Product not yet rated Includes Credits Includes a Live Web Event on 11/12/2025 at 12:00 PM (MST)
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.
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Product not yet rated Includes a Live Web Event on 11/13/2025 at 10:00 AM (MST)
As the year winds down, we’re exploring a book that meets us right where many of us are—balancing careers, clients, families, and our own seasons of change.
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Product not yet rated Includes Credits Includes a Live Web Event on 11/13/2025 at 12:00 PM (MST)
If you’re like most financial advisors, your crypto allocation is zero or, at most, limited to low single digits.
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Product not yet rated Includes a Live Web Event on 11/19/2025 at 10:00 AM (MST)
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.
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Product not yet rated Includes a Live Web Event on 11/21/2025 at 10:00 AM (MST)
Brought to you by the Applied Behavioral Economics Knowledge Circle, Join us for an engaging session with Dr. Charles Chaffin—author of The Goal Standard: The Psychology of Defining, Pursuing, and Achieving What Matters—where we’ll explore how behavioral economics intersects with goal-setting, purpose-driven action, and financial planning.
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Product not yet rated Includes a Live Web Event on 12/02/2025 at 12:00 PM (MST)
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.
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- Non-member - $59
- Member - $29
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Product not yet rated Includes Credits Includes a Live Web Event on 12/04/2025 at 12:00 PM (MST)
A Practical Application of CFP Board’s Code and Standards
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- Non-member - $99
- Member - $59
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