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Wealth Management webinars

Webinars for Financial Professionals

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.

OnDemand Webinars

On Demand

Real World Lessons in Generational Wealth Transfer
Generational wealth transfer is inherently complex. Even the most well-resourced estates can succumb to avoidable structural errors, outdated planning tools, and communication breakdowns. The true value of examining these breakdowns lies in the technical and strategic lessons they reveal.

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On Demand

Essential Asset Management Designations for Investment Professionals
Whether building foundational investment knowledge or specializing in portfolio strategies, an asset management designation differentiates you and builds client trust. Watch this webinar from the College for Financial Planning®️—a Kaplan Company to explore our credentials and learn how they equip you to manage assets and build customized portfolios.

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On Demand

AIF® Designation: A Differentiator and Risk Shield for Modern Advisors
In a competitive market, the Accredited Investment Fiduciary® (AIF®) designation is more than a credential—it is your best defense. While it helps you stand out among wealth, retirement, and non-profit clients, fiduciary training is now an essential strategy for minimizing compliance, litigation, and reputational risks across your entire client base—even when not legally required.

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On Demand

ETFs in Practice - Building Modern Portfolios
ETFs have long served as core portfolio building blocks—but their use cases continue to evolve as rapid innovation expands access to new investment opportunities. In 2025, U.S. ETF flows reached a record $1.4 trillion*, while assets expanded across index and active strategies, outcome-oriented solutions, and model-based implementation. ETFs are reshaping how advisors construct and manage portfolios at scale.

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On Demand

Elevate Your 2026 Client Strategy: Taxes, Macro-trends & the OBBB Shake-Up
Global markets are shifting, and proactive client guidance is more critical than ever. This webinar is designed to help financial advisors translate regulatory and economic changes into actionable planning strategies. We will explore what these undercurrents mean for markets, planning, and client conversations in the months ahead, providing clear takeaways, real-world context, and insights you can use immediately.

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On Demand

Launch Your Financial Career: Essential Early Designations & Certificates
Are you an early-career professional or a career changer looking to gain a competitive edge in the financial services industry? Understanding and earning the right professional designations can rapidly accelerate your journey, showcase your commitment, and immediately boost your expertise.

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Explore Financial Education Programs

Investing involves risk, including possible loss of principal.

Buying and selling shares of ETFs may result in brokerage commissions.

Diversification and asset allocation may not protect against market risk or loss of principal.

There can be no assurance that an active trading market for shares of an ETF will develop or be maintained.

Actively managed funds do not seek to replicate the performance of a specified index, may have higher portfolio turnover, and may charge higher fees than index funds due to increased trading and research expenses.

There can be no assurance that performance will be enhanced or risk will be reduced for funds that seek to provide exposure to certain quantitative investment characteristics ("factors"). Exposure to such investment factors may detract from performance in some market environments, perhaps for extended periods. In such circumstances, a fund may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

iSHARES and BLACKROCK are registered trademarks of BlackRock, Inc. and its affiliates. BlackRock is not affiliated with Kaplan or The College for Financial Planning.

iCRMH0325U/S-4236757

The SECURE Act: Source: Goldman Sachs, Retirement Survey & Insights Report 2022. https://www.gsam.com/content/gsam/us/en/institutions/market-insights/gsam-insights/2022/retirement-survey-insights-2022.html.

Certified Financial Education InstructorSM and CFEI® are registered trademarks or service marks of the National Financial Educators Council.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque logo) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.