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Business
Investing
News
Business News

Financial Planning Perspectives Audio Series

Updated 4 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
Cover image of Financial Planning Perspectives Audio Series

Financial Planning Perspectives Audio Series

Updated 4 days ago

Read more

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

Rank #1: Practical Application of Behavioral Economic Concepts to the Financial Planning Process

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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

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Rank #2: Serving the Underserved: Delivering Financial Planning to the Underserved Population

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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

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Rank #3: The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs

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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

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Rank #4: Behavioral Finance

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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

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Rank #5: Endogenous Risk & Dangers to Market Stability

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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

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Rank #6: Health Care Reform & How it Relates to Clients

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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

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Rank #7: Intergenerational Planning

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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

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Rank #8: The Future of the Profession

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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

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Rank #9: The Trust Deficit: Managing Reputation Risk

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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

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Rank #10: Understanding Tactical Asset Allocation

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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

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