Live CE

Blockchain in Financial Planning. Bitcoin, Ethereum and More…

Recorded on: December 5, 2017 4:00 p.m. EDT

Presented by Mitchell Valentine, FPQP™

Cryptocurrencies are all the buzz lately and their claims of revolutionizing global economics are both daringly bold and understandably controversial, but what exactly is a cryptocurrency? We’ll take a look at the main features of cryptocurrencies and give a basic breakdown of the importance of hashes, consensus algorithms, and the blockchain and their implications to Financial Planning.

Watch a recording of this session by calling 1-800-237-9990 x 2 or click:

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Live CE

The Sustainable Adviser: The Value of Educating Financial Planners on Socially Responsible and Impact Investing

Time: January 9, 2018 4:00 p.m. EDT

Presented by Jennifer Coombs, CRPC®

The rising popularity of socially screened investment products is nothing short of astounding. In fact, in 2016, socially responsible investments accounted for one out of every five dollars under professional management in the United States. Yet despite this growing popularity, many institutional financial advisers are finding themselves ill-equipped to handle the very specific demands of this niche market. In this webinar we will cover a brief history of SRI investing, how to effectively communicate SRI strategies with clients, and the process of security selection and monitoring using SRI screening techniques.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

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Recorded CE Webinar

Does the Risk Profile Capture a Client’s True Risk Tolerance?

Time: November 14, 2017 4:00 p.m. EDT

Presented by Professor Cindy Shnaider, MSF

Behavioral finance, the study of investor behavior, contradicts the long-standing economic theory that people are rational and will maximize their utility, that is, make decisions with the best financial outcome. This webinar will explore clients actions from a behavioral finance perspective and how that can inform a better risk tolerance score.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

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Press Release


CFFP professional designation program takes on challenge of on-again, off-again fiduciary standards

The College for Financial Planning’s (CFFP) newly revised Chartered Retirement Plans Specialist℠ or CRPS® professional designation program will help provide clarity for those confused by the on-again, off-again new fiduciary standards under review by the U.S. Department of Labor (DOL).

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News & Information

Live CE

Tax Law Update (2018) and Planning Implications

Time: March 13, 2018 4:00 p.m. EDT

Presented by Michael B. Cates, MS, CFP®

There are always legislative or judicial changes to the tax laws, and keeping abreast of these changes can be beneficial to both clients and planners. This session will focus on recent changes to the income tax laws and explore planning opportunities that may arise from these changes.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

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Live CoE

Code of Ethics (2 hours)

Time: May 8, 2018 4:00 p.m. EDT

Presented by Jim Pasztor MPAS℠, MSF, CFP® and David Mannaioni MS, CPCU, CLU, ChFC, CFP®

This course satisfies CFP Board’s 2-hour Ethics continuing education requirement, covering CFP Board-required topics such as:

  • Defining elements of the fiduciary standard.
  • Determining when the fiduciary standard applies in a variety of financial planning contexts and scenarios.
  • Determining if a CFP® professional is providing financial planning services or material elements of financial planning services.
  • Explaining CFP Board's compensation disclosure requirements to clients and prospective clients.
  • Communicating any potential conflicts of interest to a client at the initiation of client engagement.

Enroll in this course for $75 by calling 1-800-237-9990 x 2 or click:

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Live CE

Performance to Plan: Changing the Client Conversation

Time: July 10, 2018 4:00 p.m. EDT

Presented by Craig Kinnunen, CFP®

At some point in their career, all investment advisers find themselves defending the performance of a given client’s portfolio against an arbitrary benchmark. In this session we will discuss the pitfalls associated with making such comparisons and also explore ways that investment advisers may change the conversation from one of “Why did our (very well diversified) portfolio underperform the S&P 500?” to “How are we doing in meeting our various financial goals?”


Along the way we will introduce the concept of the wealth allocation framework and discuss how other advisers have integrated this concept into client reports and meetings.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

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Press Release


The College for Financial Planning (CFFP) will launch the groundbreaking new professional designation, the Chartered SRI Counselor™ (CSRIC™) this fall, in collaboration with the industry-group leader US SIF: The Forum for Sustainable and Responsible Investment.


CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.


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