Live CE Webinars
These 1-hour lectures are held the 2nd Tuesday of each month and cover a current hot-button financial topic in detail.
Each class is $10 and qualifies for 1 CE hour applicable to the College’s professional designations and the CFP® Certification.
We also have a special discount package that includes all previous/upcoming courses in addition to a live Code of Ethics presentation available at http://cffpalum.org/CePackage#other
The College for Financial Planning is proud to be a CFP Board Quality CE Partner.
Learn more at www.CFP.net/CEQualityPartners.
Historical Background of the Fiduciary and Suitability Standards
By Professor Jim Pasztor MPAS, MSF, CFP®
Time: January 10, 2017, 4:00 p.m. EST
The Department of Labor has implemented new rules and guidelines for advice given to retirement investors. How we have arrived at this juncture, and what it means for advisers in the future, is the main theme of this presentation. This webinar explores why trust in the financial services industry is still low relative to other industries, and how advisers can address this trust deficit. We will also discuss the legislation, regulations, and events have led up to this new fiduciary standard and what exactly the new standard is asking of advisers, and how this will impact their business model.
Tax Law Update (2017) and Planning Implications
By Professor Mike Cates, MS, CFP®
Time: February 14, 2017, 4:00 p.m. EST
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 focuses on recent changes to the income tax laws and explores planning opportunities that may arise from these changes.
Uses of Home Equity in Retirement Plans
By Professor Sam Van Why, MA, CLU, ChFC
Time: March 14, 2017, 4:00 p.m. EDT
For many Americans who are approaching retirement, or are already in retirement, the equity in their home may well be their largest asset. The equity in their homes can still be a substantial asset. This presentation will focus on different ways that equity in their home may be used within the retirement plan. These options range from selling the home and downsizing to a smaller residence, to using reverse mortgages.
Best Practices for Complying with the New DOL Fiduciary Standard
By Professor Jim Pasztor, MPAS, MSF, CFP®
Time: April 11, 2017, 4:00 p.m. EDT
The Department of Labor’s fiduciary standard became law on April 10, 2016. This webinar will help you gain a better understanding of the requirements of the new DOL fiduciary standard and how it will impact advisers, clients, and the industry as a whole. Detailed discussion will include the latest clarifications from the DOL, including the BIC Exemption, level-fee fiduciaries, sale of annuities, and the limits of the grandfather provision.
How the Best Financial Plan Can be Waylaid by Negative Money Behavior
By Professor Cindy Shnaider, MSF
Time: June 13, 2017, 4:00 p.m. EDT
Everyone knows to buy assets low and sell them high, but due to loss aversion this often is not the case. Investors, on average, lose an estimated 30% of their possible returns due to loss aversion and other behavioral biases. Financial planners, without needing a degree in psychology, can bring value to clients when they recognize biases and are able to coach clients into healthy financial planning. This webinar explores money biases and strategies to help clients get past those money biases. The importance of a planner evaluating his or her own money biases will also be covered.
Business Owner Exit Planning
by Professor Craig Kinnunen, CFP®
Time: August 8, 2017, 4:00 p.m. EDT
Exit planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. This session will provide the background for the wave of small business transfers that are expected to occur as a result of the baby boom generation continuing its journey into retirement. Further, it will introduce the financial adviser to concepts and strategies that will promote meaningful conversations with small business owner prospects and clients.
Digital Assets and Estate Planning
By Professor Kirsten Waldrip, JD, LLM
Time: September 12, 2017 4:00 p.m. EDT
Digital assets in an estate can be problematic. Most state and federal laws do not permit, and instead prohibit, fiduciaries from accessing the content of a decedent’s digital assets. In fact, if a fiduciary accesses an account without proper permissions, they can be charged with computer hacking. To remedy this, the Revised Uniform Fiduciary Access to Digital Assets Act has been introduced. Learn how this act and proper estate planning can protect fiduciaries.
So You Are Having a Baby? Planning for the Cost of Higher Education
By Professor Kristen MacKenzie, MBA, CFP®, CRPC®
Time: October 10, 2017, 4:00 p.m. EDT
The average cost of tuition and fees at a private, four-year university is running about $30,000 per year and has been rising almost six percent above the rate of inflation. Many families aspire for their children to earn a college degree yet these costs are prohibitive for the average family, especially when you consider competing goals such as planning for retirement. Fortunately, there is help! In this session we will discuss savings options, strategies for reducing your client’s education bill, and how to best take advantage of scholarships and financial aid.
Does the Risk Profile Capture a Client’s True Risk Tolerance?
By Professor Cindy Shnaider, MSF
Time: November 14, 2017, 4:00 p.m. EST
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.