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
Join us for a Live CE Webinar Uses of Home Equity in Retirement Plans March, 14th 2017 at 4:00PM (EST) Presented by Professor Sam Van Why, MA, CLU, ChFC For many Americans who are approaching retirement, or are already in retirement, the equity in their home may well be
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.
The College for Financial Planning (CFFP) is proud to announce the launch of digital badges for its professional designation holding graduates. Graduates can use digital badges to promote their professional designation via social media, email, digital documents, and personal websites. The digital badge also allows potential employers, clients, and
Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the federally registered CFP (with flame design)® in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Certification Examination pass rate information obtained from certified financial planner board of standards. Earnings amounts and increases cited relate to individuals already employed in the financial services industry. They do not constitute guarantees of future results.