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January 2015​

 

NOTE: Due to recent changes in CFP Board requirements, past online continuing education exams may differ from the printed exams.

Roundtable

Advisers + Technology: Better than Either Alone?

Roundtable moderated by Michael E. Kitces, CFP®, CLU®, ChFC®, RHU, REBC

Leading tech experts Joel Bruckenstein and Bill Winterberg, along with the heads of two prominent platforms, Hardeep Walia of Motif Investing, and Steve Lockshin of Betterment Institutional, discuss how technology can create better advisers.

 

Practice Management

I, Robo-Adviser? Creating the Blended Adviser Experience

by Darren Tedesco

Review the facts around the robo trend and explore the implications to advisers’ typical business models.


Contribution

Social Security’s Earnings Tests: A Primer for Financial Planners

by William Reichenstein, Ph.D., CFA, and William Meyer
This paper provides examples of earnings tests to show how claiming strategies can influence the value of Social Security lifetime benefits.

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