Business News

Financial Planning Perspectives Audio Series

College for Financial Planning

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

Episodes

The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs
81:47
2017-10-07 03:25:38 UTC 81:47
The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs

Planning Strategies for Same-Sex Couples
68:24
2017-10-07 03:25:38 UTC 68:24
Planning Strategies for Same-Sex Couples

Helping Your Clients Gain Control of Their Retirement Assets
60:47
2017-10-07 03:25:38 UTC 60:47
Helping Your Clients Gain Control of Their Retirement Assets

Serving the Underserved: Delivering Financial Planning to the Underserved Population
60:28
2017-10-07 03:25:38 UTC 60:28
Serving the Underserved: Delivering Financial Planning to the Underserved Population

Financial Planning Across Generations
66:12
2017-10-07 03:25:38 UTC 66:12
Financial Planning Across Generations

Practical Application of Behavioral Economic Concepts to the Financial Planning Process
68:47
2017-10-07 03:25:38 UTC 68:47
Practical Application of Behavioral Economic Concepts to the Financial Planning Process

How Health Care Reform Affects You and Your Clients
75:23
2017-10-07 03:25:38 UTC 75:23
How Health Care Reform Affects You and Your Clients

Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits
65:01
2017-10-07 03:25:38 UTC 65:01
Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits

The Trust Deficit: Managing Reputation Risk
71:00
2017-10-07 03:25:38 UTC 71:00
The Trust Deficit: Managing Reputation Risk

Behavioral Finance
40:00
2017-10-07 03:25:38 UTC 40:00
Behavioral Finance

Understanding Tactical Asset Allocation
50:00
2017-10-07 03:25:39 UTC 50:00
Understanding Tactical Asset Allocation

Health Care Reform & How it Relates to Clients
81:00
2017-10-07 03:25:39 UTC 81:00
Health Care Reform & How it Relates to Clients

Endogenous Risk & Dangers to Market Stability
71:00
2017-10-07 03:25:39 UTC 71:00
Endogenous Risk & Dangers to Market Stability

Intergenerational Planning
49:00
2017-10-07 03:25:39 UTC 49:00
Intergenerational Planning

The Future of the Profession
78:00
2017-10-07 03:25:39 UTC 78:00
The Future of the Profession

Preparing Your Clients for Estate Planning
56:54
2017-10-07 03:25:39 UTC 56:54
Preparing Your Clients for Estate Planning

Financial Elder Abuse
28:48
2017-10-07 03:25:39 UTC 28:48
Financial Elder Abuse

Retirement Cash Flow Considerations
64:40
2017-10-07 03:25:39 UTC 64:40
Retirement Cash Flow Considerations

Value Investing
50:30
2017-10-07 03:25:39 UTC 50:30
Value Investing

Applied Integral Finance
38:38
2017-10-07 03:25:39 UTC 38:38
Applied Integral Finance

How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients
44:56
2017-10-07 03:25:39 UTC 44:56
How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients

Long-Term Care: The Next Financial Crisis
47:17
2017-10-07 03:25:39 UTC 47:17
Long-Term Care: The Next Financial Crisis

The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs
81:47
2017-10-09 07:32:09 UTC 81:47
The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs

Planning Strategies for Same-Sex Couples
68:24
2017-10-09 07:32:09 UTC 68:24
Planning Strategies for Same-Sex Couples

Helping Your Clients Gain Control of Their Retirement Assets
60:47
2017-10-09 07:32:09 UTC 60:47
Helping Your Clients Gain Control of Their Retirement Assets

Serving the Underserved: Delivering Financial Planning to the Underserved Population
60:28
2017-10-09 07:32:09 UTC 60:28
Serving the Underserved: Delivering Financial Planning to the Underserved Population

Financial Planning Across Generations
66:12
2017-10-09 07:32:09 UTC 66:12
Financial Planning Across Generations

Practical Application of Behavioral Economic Concepts to the Financial Planning Process
68:47
2017-10-09 07:32:09 UTC 68:47
Practical Application of Behavioral Economic Concepts to the Financial Planning Process

How Health Care Reform Affects You and Your Clients
75:23
2017-10-09 07:32:09 UTC 75:23
How Health Care Reform Affects You and Your Clients

Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits
65:01
2017-10-09 07:32:09 UTC 65:01
Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits

The Trust Deficit: Managing Reputation Risk
71:00
2017-10-09 07:32:09 UTC 71:00
The Trust Deficit: Managing Reputation Risk

Behavioral Finance
40:00
2017-10-09 07:32:09 UTC 40:00
Behavioral Finance

Understanding Tactical Asset Allocation
50:00
2017-10-09 07:32:09 UTC 50:00
Understanding Tactical Asset Allocation

Health Care Reform & How it Relates to Clients
81:00
2017-10-09 07:32:09 UTC 81:00
Health Care Reform & How it Relates to Clients

Endogenous Risk & Dangers to Market Stability
71:00
2017-10-09 07:32:09 UTC 71:00
Endogenous Risk & Dangers to Market Stability

Intergenerational Planning
49:00
2017-10-09 07:32:09 UTC 49:00
Intergenerational Planning

The Future of the Profession
78:00
2017-10-09 07:32:09 UTC 78:00
The Future of the Profession

Preparing Your Clients for Estate Planning
56:54
2017-10-09 07:32:09 UTC 56:54
Preparing Your Clients for Estate Planning

Financial Elder Abuse
28:48
2017-10-09 07:32:09 UTC 28:48
Financial Elder Abuse

Retirement Cash Flow Considerations
64:40
2017-10-09 07:32:09 UTC 64:40
Retirement Cash Flow Considerations

Value Investing
50:30
2017-10-09 07:32:09 UTC 50:30
Value Investing

Applied Integral Finance
38:38
2017-10-09 07:32:09 UTC 38:38
Applied Integral Finance

How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients
44:56
2017-10-09 07:32:09 UTC 44:56
How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients

Long-Term Care: The Next Financial Crisis
47:17
2017-10-09 07:32:09 UTC 47:17
Long-Term Care: The Next Financial Crisis

The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs
81:47
2017-12-23 17:52:50 UTC 81:47
The Timeless and Timely Nature of Story: Understanding Your Story and Helping Your Clients Find Theirs

Planning Strategies for Same-Sex Couples
68:24
2017-12-23 17:52:50 UTC 68:24
Planning Strategies for Same-Sex Couples

Helping Your Clients Gain Control of Their Retirement Assets
60:47
2017-12-23 17:52:50 UTC 60:47
Helping Your Clients Gain Control of Their Retirement Assets

Serving the Underserved: Delivering Financial Planning to the Underserved Population
60:28
2017-12-23 17:52:50 UTC 60:28
Serving the Underserved: Delivering Financial Planning to the Underserved Population

Financial Planning Across Generations
66:12
2017-12-23 17:52:50 UTC 66:12
Financial Planning Across Generations

Practical Application of Behavioral Economic Concepts to the Financial Planning Process
68:47
2017-12-23 17:52:50 UTC 68:47
Practical Application of Behavioral Economic Concepts to the Financial Planning Process

How Health Care Reform Affects You and Your Clients
75:23
2017-12-23 17:52:50 UTC 75:23
How Health Care Reform Affects You and Your Clients

Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits
65:01
2017-12-23 17:52:50 UTC 65:01
Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits

The Trust Deficit: Managing Reputation Risk
71:00
2017-12-23 17:52:50 UTC 71:00
The Trust Deficit: Managing Reputation Risk

Behavioral Finance
40:00
2017-12-23 17:52:50 UTC 40:00
Behavioral Finance

Understanding Tactical Asset Allocation
50:00
2017-12-23 17:52:50 UTC 50:00
Understanding Tactical Asset Allocation

Health Care Reform & How it Relates to Clients
81:00
2017-12-23 17:52:50 UTC 81:00
Health Care Reform & How it Relates to Clients

Endogenous Risk & Dangers to Market Stability
71:00
2017-12-23 17:52:50 UTC 71:00
Endogenous Risk & Dangers to Market Stability

Intergenerational Planning
49:00
2017-12-23 17:52:50 UTC 49:00
Intergenerational Planning

The Future of the Profession
78:00
2017-12-23 17:52:50 UTC 78:00
The Future of the Profession

Preparing Your Clients for Estate Planning
56:54
2017-12-23 17:52:50 UTC 56:54
Preparing Your Clients for Estate Planning

Financial Elder Abuse
28:48
2017-12-23 17:52:50 UTC 28:48
Financial Elder Abuse

Retirement Cash Flow Considerations
64:40
2017-12-23 17:52:50 UTC 64:40
Retirement Cash Flow Considerations

Value Investing
50:30
2017-12-23 17:52:50 UTC 50:30
Value Investing

Applied Integral Finance
38:38
2017-12-23 17:52:50 UTC 38:38
Applied Integral Finance

How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients
44:56
2017-12-23 17:52:50 UTC 44:56
How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients

Long-Term Care: The Next Financial Crisis
47:17
2017-12-23 17:52:50 UTC 47:17
Long-Term Care: The Next Financial Crisis