interview by Michael Branham, CFP®
CFP Board’s new Code of Ethics and Standards of Conduct go into effect October 1, 2019. FPA members had questions about the new rules; we went directly to CFP Board for the answers.
September 25, 2019. 2pm Eastern.
Join the contributors of September's Journal of Financial Planning, Kevin L. Walsh and David N. Levine with Groom Law Group, as they continue to discuss the SEC’s new rule package and main components of Reg BI. During this online, interactive roundtable, Walsh and Levine will explain how to meet the best interest standard through the component obligations, how the package impacts financial planners and their clients, and more. This program includes an audience Q&A led by Raymond Benton, CFP®, CRPC, EA, Journal in the Round moderator and FPA member.
by Lindsey M. Larrabee, CPWA®, FBS®; and Bradley T. Klontz, Psy.D., CFP®
To thrive in changing times, planners will need to recalibrate to connect with and best serve women.
by by Meir Statman, Ph.D.
In addition to finance, the domains of well-being also include family, friends, and communities; work and activities; and physical and mental health.
As today’s top digital brands improve their service offerings, clients now expect enhanced experiences from their financial providers. Learn how with technology you can exceed expectations and grow relationships.
by Mark Friedenthal, brought to you by Tolerisk
An interesting look at common scenarios that can break a financial plan and how to help clients understand and avoid them.