NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from printed exams.
by William Bissett, CFP®, and Andrew W. Blair, J.D., CPA
Digital assets and accounts are an important piece of clients transitioning things to their families. Understanding the approved Uniform Fiduciary Access to Digital Assets Act will allow planners to demonstrate leadership in clients’ lives.
by Suzanne Slater, LICSW
The vast majority of LGBT people need wealth management services, however, most have not yet selected a financial planner. To take advantage of this lucrative market, planners need special preparation to succeed.
by Dave Yeske, DBA, CFP®; and Elissa Buie, CFP®This paper offers a six-step process for developing financial planning policies and analyzes a set of safe withdrawal policies in terms of the elements of good choice architecture.