Blog CFP Financial Planning Webinar 
Nerd's Eye View
DECEMBER 11, 2023
And in the coming year, we're going to make sure that even more of that Kitces content is eligible for not only the full range of CE credit for CFP, CPA, and the other various professional designations, but also the ever-expanding IAR CE obligation. In 2024 we'll again feature our Marketing Summit (save the date for April 25th!)
Nerd's Eye View
JULY 25, 2022
Yet despite this – and perhaps even because of it – advisory firms are putting an ever-greater focus on financial planning in 2022, as a way to both show value to clients in the midst of difficult market returns, and, more broadly, to help clients navigate the current environment. A gap our Kitces Courses aim to fill!
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
eMoney Advisor
JANUARY 12, 2023
We’ve gathered seven unique volunteer opportunities for financial professionals, including pro bono financial planning. A 2021 study measured the impact pro bono financial planning can have on cancer patients. Foundation for Financial Planning. Best for: All financial professionals.
International College of Financial Planning
JULY 10, 2023
CFP, or the Certified Financial Planner exam, is a significant milestone in becoming a certified financial planner. In this blog post, we will explore valuable tips to help you navigate the CFP exam and maximize your chances of success. The exam no longer includes essays or written response questions.
eMoney Advisor
NOVEMBER 7, 2022
Most importantly, you can build your clients’ confidence during this time of change by educating them about their switch options and even illustrating those “light switch” moments in a financial planning platform. Please note, CE credit will not be awarded for an on-demand webinar.
eMoney Advisor
DECEMBER 6, 2022
Billion-dollar disasters, inflation, and increased building costs mean a perfect storm is brewing for financial planners’ risk management strategies. Insurance in Financial Planning. The CFP® Board includes risk management and insurance in its financial planning principal knowledge topics for a good reason.
Indigo Marketing Agency
JANUARY 24, 2024
Michael Kitces Reason to Follow: Unparalleled insights and thought leadership in financial planning and wealth management Michael Kitces, a legend among financial advisors, is an industry name who needs no introduction. She’s given over 600 presentations to more than 10,000 financial professionals since 2015.
Expert insights. Personalized for you.
201 
Let's personalize your content