Learning Center

Upcoming Live Courses

  • Beyond the CFP® Mark: Value of a Masters in Personal Financial Planning

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 06/23/2021 at 12:00 PM (MDT)

    After earning the CFP® mark, it’s important for financial planners to consider how they can take their professional education beyond the mark. While your next move depends on your career goals, many CFP® professionals find that the CERTIFIED FINANCIAL PLANNER™ certification paired with a Masters degree in Personal Financial Planning provides a competitive edge in career opportunities.

    If you are considering “What’s next?”, Dr. Aman Sunder of the College for Financial Planning®—a Kaplan Company will cover: 

    Post-CFP® education paths: deeper expertise and niche specialization
    Advantages of a Masters in Personal Financial Planning
    Pursuing a Masters as a working professional
    Question-and-answers

    After earning the CFP® mark, it’s important for financial planners to consider how they can take their professional education beyond the mark. While your next move depends on your career goals, many CFP® professionals find that the CERTIFIED FINANCIAL PLANNER™ certification paired with a Masters degree in Personal Financial Planning provides a competitive edge in career opportunities.

    If you are considering “What’s next?”, Dr. Aman Sunder of the College for Financial Planning®—a Kaplan Company will cover: 

    Post-CFP® education paths: deeper expertise and niche specialization
    Advantages of a Masters in Personal Financial Planning
    Pursuing a Masters as a working professional
    Question-and-answers

    Dr. Aman Sunder

    Dean of Graduate Programs, Researcher at College for Financial Planning

    College for Financial Planning® - a Kaplan Company

    Dr. Sunder is a professor, graduate school dean, and researcher at the College for Financial Planning®—a Kaplan Company. His role includes administrative leadership of the graduate school’s Masters programs. He leads research initiatives and serves on its Institutional Review Board.

    Aman has published research on sustainable and responsible investing, women in financial planning, effectiveness of using advisers during the Great Recession and time-use of retirees. Ongoing research includes gender and ethnic diversity issues, work-life balance and burnout among women in financial planning, effectiveness of HECM on retirees, students’ performance in financial planning programs, and career impact of certifications and designations. 

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  • Rebroadcast - CFP Board's Code of Ethics: Elevating the Profession

    Product not yet rated Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/30/2021 at 12:00 PM (MDT)

    This live rebroadcast fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct.

    This live rebroadcast fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct.

    • Apply the Practice Standards when providing financial planning
    • Identify the structure and content of the revised Code and Standards, including significant changes and how the changes affect CFP professionals
    • Recognize situations when specific information must be provided to a client
    • Act in accordance with CFP Board's fiduciary duty
    • Recognize and avoid, or fully disclose and manage, Material Conflicts of Interest

    Darin Shebesta, CFP®, AIF®

    Wealth Advisor, Jackson/Roskelley Wealth Advisors, Inc.

    Darin Shebesta, CFP®, AIF® is a Wealth Advisor with Jackson/Roskelley Wealth Advisors, Inc.  Darin graduated with a bachelor's degree in finance from the W. P. Carey School of Business and Barrett Honors College at Arizona State University. He has also been featured or quoted in several publications including InvestmentNews, Forbes, CNBC, The Huffington Post, MarketWatch, Financial Planning, OnWallStreet, The Arizona Republic, American Funds, among others.

    Some of Darin's community involvement activities include past president, FPA of Greater Phoenix, 2015; member, FPA Annual Conference Task Force.  Darin has also been facilitating the CFP Ethics CE webinars for the FPA since 2018.

  • Women & Finance Knowledge Circle: Post-Pandemic Housing Choices: Can an Old Idea Solve Modern Problems?

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/08/2021 at 12:00 PM (MDT)

    We’ve learned at least two things during this pandemic: the value of our own space, and the cost of isolation. Can co-housing, a way of living dating back to ancient times, offer new and better options for living, beyond the traditional single-family home and retirement community?

    What is “cohousing” and how is it different from “co-living”? How might financial planning be different for cohousing? Can cohousing be the antidote to modern dilemmas besides shelter, such as sustainability, security, and loneliness? We’ll address these questions and more.  

    Could cohousing make us happier? Tune in to this TED Talk before our webinar to find out more: 
    How cohousing can make us happier (and live longer) (10:07)

    We’ve learned at least two things during this pandemic: the value of our own space, and the cost of isolation. Can co-housing, a way of living dating back to ancient times, offer new and better options for living, beyond the traditional single-family home and retirement community?

    What is “cohousing” and how is it different from “co-living”? How might financial planning be different for cohousing? Can cohousing be the antidote to modern dilemmas besides shelter, such as sustainability, security, and loneliness? We’ll address these questions and more.  

    Could cohousing make us happier? Tune in to this TED Talk before our webinar to find out more: 
    How cohousing can make us happier (and live longer) (10:07)

    MIchelle Fait, MBA, CFP®, EA, CDFA

    Founder

    Satori Financial LLC

    Michelle is a Certified Financial Planning practitioner (CFP®) specializing in work with single women in the professions. Initially drawn to the analytical puzzles of personal finance, she was hooked by the work of helping clients use their resources to build meaningful lives.

    An Enrolled Agent with an MBA in Finance from Yale University and a bachelor’s degree in Economics from U.C. Berkeley, she is a recovering investment banker and former Treasury Manager at Starbucks. Her advice has been featured in The Wall Street Journal, CNBC.com, Forbes Advisor, MarketWatch, CNNMoney, Wealth Management.com. She is writing her first book.

    Mariah Sacoman, CFP®

    Founder

    HighRocks Wealth, LLC

    Mariah Sacoman is a CERTIFIED FINANCIAL PLANNER™ Professional.  In 2018, she founded HighRocks Wealth, LLC, in Santa Fe, NM, a registered investment advisory firm dedicated to addressing the unique challenges women face in their financial lives.

    Mariah is an alumna of the University of New Mexico, the University of Toronto and the College for Financial Planning.  She is currently a student in the Global Financial Planning Institute’s Master Class in US Inbound/Outbound Financial Planning.  Mariah is also proud to serve as a board member of the New Mexico Estate Planning Council.

  • When is it Enough? Determing Proper Insurance Coverage Levels with Markel

    Product not yet rated Contains 3 Component(s) Includes a Live Web Event on 07/14/2021 at 12:00 PM (MDT)

    Financial planning can be filled with uncertainty. For example, a misunderstanding or mistake with a client can lead to your client relationships being damaged or potential legal liability. Given this uncertainty, it’s important to consider what type of insurance coverage options you may need to protect your financial planning business.

    Please join us to discuss the evolving landscape of investment adviser litigation and discuss the solutions available via risk transfer. Markel has insured registered investment advisers for over 30 years with a strong reputation in the community. 

    Financial planning can be filled with uncertainty. For example, a misunderstanding or mistake with a client can lead to your client relationships being damaged or potential legal liability. Given this uncertainty, it’s important to consider what type of insurance coverage options you may need to protect your financial planning business.

    Please join us to discuss the evolving landscape of investment adviser litigation and discuss the solutions available via risk transfer. Markel has insured registered investment advisers for over 30 years with a strong reputation in the community. 

    Travis Pearson

    Senior Director, Commerical Financial Institutions

    Markel Specialty

    Travis Pearson is Senior Director, Commercial Financial Institutions for Markel Specialty, a division of Markel Corporation. Travis develops products, manages rates, assists in distribution, and ensures compliance with state and federal regulations. Before joining Markel in 2009, Travis was Senior Underwriting Officer, Financial Institutions at Chubb. He has worked in the insurance industry since 1997 and earned designations including AIAF, AIDA, and ASLI. Travis completed his undergrad at Illinois Wesleyan University and master’s degree at Northwestern University. He is Chair of the board of directors for the Henrico Economic Development Authority and a board member of the Henrico Education Foundation.

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