As we work hard to provide ongoing support to the entire financial planning community, FPA will be offering free online learning opportunities (live webinars and on-demand recordings) to build, refresh and strengthen the skills and knowledge that can help you help your clients through life’s challenges.
On Demand Learning- Free from March 23-April 6
From Functioning to Flourishing (1 CFP CE)
Utilizing Planner Way of Being and Spiritual Intelligence (1 CFP CE)
Webinar: April 7th, 2-3 pm EST. (1 CFP CE) Putting the CFPB’s New 7-step Process into Practice with Elizabeth Jetton
Join Elizabeth Jetton for this important and interactive conversation about the CFP Board’s new 7-step process. Looking through the lens of the practice of financial planning as a helping profession, Elizabeth will discuss the new definitions and draw important comparisons with the concepts that exist in the 6-step helping profession process model. Participants will have the opportunity to discover new ways to apply these processes to their practice with the goal of elevating and improving the critical work they do with clients.