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Given the continuing growth of advicers who fall under these new IAR CE Requirements, the Kitces platform is not only continuing to offer IAR CE (along with all of its other CE types) through its Nerd's Eye View blog articles, but, starting this year, has also expanded IAR CE eligibility to our webinars as well.
The results will be available to Members (and those who participated in the survey itself) next week, with the study available for free to the full advicer community at the end of the summer.
We're also bringing back our popular IAR Ethics CE Day; save the date for Thursday, August 28th, to get all 6 hours of IAR Ethics CE (and cross-qualify the 6 hours for every other type of CE, too!) in one fell swoop, and registration is already open now ! In the meantime, our own Team of Nerds continues to expand.
At a high level, every IAR who is registered in a state requiring CE must complete a total of 12 CE credits each year, comprising 6 credits of Ethics and Professional Responsibility and 6 credits of Products and Practice.
To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. The Science Behind Climate Change November 18, 2021 We are always trying to deepen our understanding of the science behind climate risk.
Raising Women's Voices Webinar Series. To do so, we are honored to have Katharine Hayhoe join us for the final Raising Women’s Voices webinar in our fall season. Thu, 10/28/2021 - 05:00. The goal of Raising Women's Voices is to elevate women’s voices so that we may educate, inspire and challenge each other to raise the future. . .
You might also offer free guides or webinars to draw in people. Creating Educational Webinars and Online Workshops In todays online world, giving good financial education is a great way to connect with potential clients. You can offer educational webinars and online workshops. You can add signup forms on your website for this.
You can hold webinars, share updates about the market, or explain investment ideas. You can give early access to webinars. Some ideas include making content together, hosting webinars, or doing interviews. It will also let you grow steadily while following ethical standards. This means grouping people by their interests.
They’re things like writing blog posts, making videos, hosting webinars, engaging with the community, getting media coverage, and getting good reviews and referrals. Ethical Considerations: As future financial planners and professionals, our students must understand the ethical implications of their online actions.
Webinar and Videoconferencing Zoom and Webex facilitate virtual meetings and virtual seminars, which can be an excellent and modern way for maintaining client relationships and conducting remote consultations. Engaging with clients transparently and ethically further enhances your brand’s reputation.
When it comes to CFP® professionals and cryptocurrency, the CFP Board’s Code of Ethics and Standards of Conduct dictates that CFPs® should treat crypto-related assets the same as any other form of financial asset. Crypto in the News.
You can also sign up for the free workshop webinar, How to Choose Your Niche & Create a Radically Relevant Marketing Message , he hosted with Indigo founder, Claire Akin. He’s coached thousands of financial service professionals on how to identify and serve more ideal clients. Steve Sanduski. Learn more about Marguerita on LinkedIn.
An association can contract with thought leaders who can offer insights and updates to the membership at large, not just through the conferences, but perhaps also in a webinar format. (Another hat tip to the AICPA PFP Section.). (Another hat tip to NAPFA.). The guiding star of all of this is the overall health of the profession.
Webinars are a way to connect with your audience. Share exclusive content, give early access to webinars, or invite them to events. Collaborate on content creation, webinars, or interviews. It will also help you grow steadily while staying true to ethical standards. Invite your readers to comment and interact with you.
And one of the things we spoke about during our webinar a couple of weeks ago, how do you benchmark life insurance? So ethically, I think it applies everywhere. Usually when they implement something, other states follow through, and hopefully this is all better for the consumer.
You can discover the events or webinars they want to join, or you can make your content more fun. Compliance and Ethics in Social Media Use As financial advisors, it is important to follow industry rules and ethical standards when you use social media. You can also join webinars and keep learning.
Whether it’s ethical with sensitivity towards social, cultural, economic, and environmental issues. Host online webinars, internet classes, and much more. Prioritizing Social Responsibility It’s important to consider our business’s current and future impact.
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