Webinars

 Stay current on trends, and gain greater insight into timely financial topics by attending an upcoming live webinar for financial professionals or watching an OnDemand webinar. Our free events are open to advisors and staff of all levels.  Certain webinars may qualify for College for Financial Planning® continuing education (CE) renewal credit. 

Upcoming Live Webinars

OnDemand Webinars

Retirement Advisor Insights: Unique Issues of Government and Military Employees

Over 25 million Americans are government (federal, state, or local governments) and military employees. They represent approximately 15% of the United States workforce. This growing employee segment and their families face unique retirement planning dynamics that financial advisors should be aware of to help clients make sound decisions. We will introduce you to some of the basic financial issues they face when it comes to aspects like retirement contributions, tax implications, and benefit options.

Faculty Speaker Will Help Participants:

  • Understand the basics of how employee benefits available to government and military employees may differ from non-government and military workers
  • Become aware of how their benefits present unique financial planning complexities

Retirement Advisor Insights: Unique Issues of Government and Military Employees

 

Through the Lens of Behavioral Finance—Stock Market Bubbles

It happens all the time: a client has just read about a stock that is going through the roof, and they want in on the deal. You are witnessing a bubble in the stock market, which can result in financial ruin for investors and perpetuate market volatility. Behavioral finance research has uncovered root causes of these bubbles in investor biases. Learn to recognize and mitigate clients’ irrational behavior, and preserve portfolios and financial plans.

Faculty Speaker Will Help Participants:

  • Recognize determinants of market bubbles as predicted by behavioral finance
  • Analyze investor behavior at the root of market bubbles 
  • Discover mitigation strategies for investor biases

    Through the Lens of Behavioral Finance—Stock Market Bubbles

    A Brief Primer: College Athletes As Financial Planning Clients

    College athletes are unique to traditional high-net-worth clients and likely will be one of the wealthiest clienteles an advisor ever works with. This webinar will explore these unique differentiators including sudden wealth and variable career spans, cash flow and lifestyle maintenance, federal and state income taxation, and labor union/independent business planning. In addition, we will explore the National Collegiate Athletic Association (NCAA)'s recent Name, Image, and Likeness policy and its implications for advisors. 

    Faculty Speakers Will Help Participants:

    • Gain insight into the quantitative, qualitative, and relevant issues currently affecting athletes
    • Understand the advisor’s respective role and impact on the client-planner relationship


      A Brief Primer: College Athletes As Financial Planning Clients


      Sustainable Investing in Times of Military Conflict 

      Russia’s invasion of Ukraine has rocked financial markets across the world, leaving many investors to believe that riding the surge of oil, gas, and armament companies is the only way to preserve capital for the future. Although many investing experts have touted the importance of sustainable investments in recent years, there has been a slight exodus in interest for sustainable investing, namely because most mutual funds and ETFs exclude the aforementioned industries. Ethics aside, there are numerous reasons why military conflict and market instability should not be reasons to discount the long-term power of sustainable investment options. We will discuss why times of conflict are actually the best times to consider making the switch to a sustainable portfolio. 

      Faculty Speaker Will Help Participants:

      • Discuss the practicality of sustainable investing practices in times of market volatility and global economic uncertainty
      • Discover ways to apply current events to the long-term growth prospects for client portfolios

      Sustainable Investing in Times of Military Conflict

      Value of a Financial Designation

      Whether you are just starting out in financial services or have already earned your CFP® mark, a financial designation can add to your skill set and help advance your career. College for Financial Planning®—a Kaplan Company presents this webinar to help you explore financial designations that expand your expertise and empower you for your current career stage.

      OnDemand Webinar

      Planning for Rising Inflation and 2022 Tax Changes

      With inflation on the rise and new tax legislation taking effect, significant changes are anticipated in 2022. As such, clients and their advisors will need to reassess whether current planning strategies are still appropriate or need updating. This web seminar will review those potential changes and how advisors and their clients can plan accordingly.

      Faculty Speakers Will Help Participants:

      • Analyze and review recent inflationary changes and their impact on advisors and their clients:
        • General inflation
        • Social Security Administration
        • Impact and recommendations for advisors and clients
      • Analyze and review recent and future potential tax legislative changes and potential strategies for advisors and their clients:
        • 2022 IRS inflation adjustments
        • New legislation for 2022
        • Pending/potential legislation
        • Impact and recommendations for advisors and clients

      Planning for Rising Inflation and 2022 Tax Changes

       

      Diversity and Inclusion in Financial Planning Education: Creating a Diverse Workforce

      Continuing Education (CE) Credit: Viewing the webinar OnDemand qualifies for 1 hour of College for Financial Planning Professional Designation Renewal CE credit.

      This web seminar introduces the theoretical foundations of diversity and inclusion in the workplace and considers the advantages and challenges associated with a diverse workforce. It presents a conceptual framework of diversity in financial planning, examining factors that affect diversity in the financial planning education and profession. Finally, it discusses a roadmap to improving diversity, equity, and inclusion in the financial planning workplace.

       

       

      Presenters Will Help Participants:

      • Describe theories on diversity in the workplace
      • Examine the advantages and disadvantages of diversity in the workplace
      • Analyze the factors that impact diversity based on the conceptual framework of diversity in financial planning
      • Evaluate how current educational initiatives at the College for Financial Planning address the gaps in diversity in the field 
      • Analyze the current initiatives by CFP Board and how they address gaps in research on diversity
      • Create a road map for practitioners to enhance diversity and inclusion at their workplace and for researchers to fill the gaps in research

      Diversity and Inclusion in Financial Planning Education

      Insights from Behavioral Finance on Financial Planning and Real Estate

      Continuing Education (CE) Credit: Viewing the webinar OnDemand qualifies for 1 hour of College for Financial Planning Professional Designation Renewal CE credit.

      No other asset class has quite the hold on our hearts that real estate has. While it is prudent to evaluate its benefits and risks to clients’ portfolios, cash flow, and financial planning, clients often resist objective analysis. Behavioral finance can provide a useful perspective for working with clients’ biases and irrationalities. This advanced-level webinar will provide financial planners and real estate professionals with useful advice for dealing with clients’ subjectivity. A panel of financial planning and real estate experts will demonstrate best practices for helping clients utilize real estate to further their financial goals despite their irrational beliefs and behaviors.

      Presenters Will Help Financial Planners:
      • Explore the role of real estate in financial planning
      • Describe behavioral finance concepts and research
      • Distinguish different types of cognitive and behavioral biases
      • Recognize the effect of biases on client behaviors
      • Explore methods of mitigating biases
      • Analyze real estate and financial planning professions’ mutual interests





       

      Insights from Behavioral Finance

      Meeting the Investor Education Demand for Sustainable Investing

      Sustainable investing in the United States continues to expand at a robust pace: as of 2020, one in three investment dollars in the United States uses environmental, social, and governance criteria for analysis.* As the demand for investing in ESG products, impact strategies, and sustainable investment funds grow, it is critical for financial advisors to learn and understand sustainable investing in order to effectively meet this new wave of client demand. 

      Faculty of the College for Financial Planning®—a Kaplan Company Cover: 
      • Current state of investor demand for ESG investing
      • How to develop an SRI strategy for a client
      • How financial advisors can be conscientious in their investment choices by avoiding "greenwashing"
      *The US SIF Foundation's 2020 biennial Report on US Sustainable and Impact Investing Trends.

       

      Meeting the Investor Education Demand For Sustainable Investing

      President Biden's Tax Plan—the Implications for Advisors and Their Clients

      With a new presidential administration, as well as changes in the U.S. Senate and Congress, there are significant tax changes anticipated in 2021. As such, clients and their advisors will need to reassess whether their current tax and estate planning strategies are still appropriate or need updating based on upcoming legislation. This free web seminar reviews those potential changes and how advisors and their clients can plan accordingly. 

      Faculty of the College for Financial Planning®—a Kaplan Company Cover Analyzing and Reviewing Proposed Changes and Strategies for:

      • Individual, corporate, and capital gains rates, as well as available deductions and credits
      • Student loan repayment or deferment
      • Estate and gift exemptions, step-up basis, and trust saving techniques

      This OnDemand web seminar is a recording of our live web seminar hosted on April 22, 2021. No continuing education (CE) credit is applicable for viewing the web seminar OnDemand.

       

      President Biden's Tax Plan—the Implications for Advisors and Their Clients

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