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Business
Investing
News
Business News

Financial Planning Perspectives Audio Series

Updated 3 days ago

Business
Investing
News
Business News
Read more

Listen to the presentation and complete the test to earn CE credit.

Read more

Listen to the presentation and complete the test to earn CE credit.

iTunes Ratings

18 Ratings
Average Ratings
11
1
1
2
3

High-quality learning

By Michigan CFP - Apr 13 2012
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After considering many educational paths to obtain my CFP, I chose CFFP...and I'm glad that I did. As I expected, the CFFP podcasts are facilitated and produced in a high quality fashion. Of all of my years in obtaining CE credits, this has been the most value-added to my business. Plus, a copy of the course transcript is a nice bonus. My only concern, is that there aren't enough courses available, for me to obtain all the CE credits that I need. Hey CFFP...keep it coming! VH

iTunes Ratings

18 Ratings
Average Ratings
11
1
1
2
3

High-quality learning

By Michigan CFP - Apr 13 2012
Read more
After considering many educational paths to obtain my CFP, I chose CFFP...and I'm glad that I did. As I expected, the CFFP podcasts are facilitated and produced in a high quality fashion. Of all of my years in obtaining CE credits, this has been the most value-added to my business. Plus, a copy of the course transcript is a nice bonus. My only concern, is that there aren't enough courses available, for me to obtain all the CE credits that I need. Hey CFFP...keep it coming! VH

Listen to:

Cover image of Financial Planning Perspectives Audio Series

Financial Planning Perspectives Audio Series

Updated 3 days ago

Read more

Listen to the presentation and complete the test to earn CE credit.

Practical Application of Behavioral Economic Concepts to the Financial Planning Process

Podcast cover
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A presentation focusing on utilizing behavioral economics during the financial planning process. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 8mins

Play

Serving the Underserved: Delivering Financial Planning to the Underserved Population

Podcast cover
Read more
A presentation focusing on financial planning for underserved populations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr

Play

The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs

Podcast cover
Read more
A presentation on how origin stories can be applied to advisors and clients. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 21mins

Play

Behavioral Finance

Podcast cover
Read more
A detailed look at behavioral finance and the psychology of money relative to your clients. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

40mins

Play

Endogenous Risk & Dangers to Market Stability

Podcast cover
Read more
Examining inter-market risk in addition to external forms of risk. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 11mins

Play

Health Care Reform & How it Relates to Clients

Podcast cover
Read more
A bird’s eye view of health care reform and what it means for you and your clients. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 21mins

Play

Intergenerational Planning

Podcast cover
Read more
Learn how you can help your clients balance their planning with their extended family. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

49mins

Play

The Future of the Profession

Podcast cover
Read more
A fascinating look at where financial planning is headed and how to maximize opportunities coming to advisors. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 18mins

Play

The Trust Deficit: Managing Reputation Risk

Podcast cover
Read more
Managing your online risk in the age of tweets, wikileaks, and cyber threats. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 11mins

Play

Understanding Tactical Asset Allocation

Podcast cover
Read more
An overview of tactical asset allocation and alternative methods for portfolio construction. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

50mins

Play

How Health Care Reform Affects You and Your Clients

Podcast cover
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A presentation focusing on health care reform and financial planning. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 15mins

Play

Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits

Podcast cover
Read more
A presentation focusing on finding sources of hidden wealth for your clients. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 5mins

Play

Practical Application of Behavioral Economic Concepts to the Financial Planning Process

Podcast cover
Read more
A presentation focusing on utilizing behavioral economics during the financial planning process. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 8mins

Play

Financial Planning Across Generations

Podcast cover
Read more
A presentation focusing on financial planning expectations and strategies for different generations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 6mins

Play

Serving the Underserved: Delivering Financial Planning to the Underserved Population

Podcast cover
Read more
A presentation focusing on financial planning for underserved populations. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr

Play

The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs

Podcast cover
Read more
A presentation on how origin stories can be applied to advisors and clients. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 21mins

Play

Helping Your Clients Gain Control of Their Retirement Assets

Podcast cover
Read more
A presentation focusing on financial planning strategies involving same-sex couples. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr

Play

Planning Strategies for Same-Sex Couples

Podcast cover
Read more
A presentation focusing on financial planning strategies involving same-sex couples. This presentation was recorded live at the College for Financial Planning’s 2013 National Conference.

Jul 18 2013

1hr 8mins

Play

The Trust Deficit: Managing Reputation Risk

Podcast cover
Read more
Managing your online risk in the age of tweets, wikileaks, and cyber threats. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 11mins

Play

Behavioral Finance

Podcast cover
Read more
A detailed look at behavioral finance and the psychology of money relative to your clients. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

40mins

Play

Intergenerational Planning

Podcast cover
Read more
Learn how you can help your clients balance their planning with their extended family. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

49mins

Play

The Future of the Profession

Podcast cover
Read more
A fascinating look at where financial planning is headed and how to maximize opportunities coming to advisors. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 18mins

Play

Understanding Tactical Asset Allocation

Podcast cover
Read more
An overview of tactical asset allocation and alternative methods for portfolio construction. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

50mins

Play

Endogenous Risk & Dangers to Market Stability

Podcast cover
Read more
Examining inter-market risk in addition to external forms of risk. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 11mins

Play

Health Care Reform & How it Relates to Clients

Podcast cover
Read more
A bird’s eye view of health care reform and what it means for you and your clients. This presentation was recorded live at the College for Financial Planning’s 2012 National Conference.

Jun 21 2012

1hr 21mins

Play

Preparing Your Clients for Estate Planning

Podcast cover
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Preparing Your Clients for Estate Planning as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

Sep 16 2010

56mins

Play

Financial Elder Abuse

Podcast cover
Read more
> Financial Elder Abuse as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

Sep 16 2010

28mins

Play

Value Investing

Podcast cover
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Value Investing as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

Dec 08 2009

50mins

Play

Retirement Cash Flow Considerations

Podcast cover
Read more
Retirement Cash Flow Considerations as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

Dec 08 2009

1hr 4mins

Play

Long-Term Care: The Next Financial Crisis

Podcast cover
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Long-Term Care: The Next Financial Crisis as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

Dec 08 2009

47mins

Play