FPA Webinars Month at a Glance



 

Don’t Miss These Upcoming Webinars! |  Read Online
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This Week’s Featured Webinars
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Digital Advice and the Client Journey: 8 Critical Elements to Consider Before You Start
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September 5  |  2 – 3 pm ET  |  Free to Members

In the financial services industry, it seems we are constantly told the way to create greater engagement, scale and enhanced customer experience is through digital advice. Join Russ Kliman, head of strategic programs and innovation at SEI, as he shares his insights and demonstrates how a combination of human and digital advice, through a high-tech, high-touch service model, can better serve our ideal clients.

Other Upcoming Webinars and Podcasts

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Practicing Ethics – Applying CFP Board StandardsSeptember 12 |  2 – 4 pm ET  |  2 CFP CE Ethics Credits

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Extending the Advisor’s Alpha Conversation: Behavioral CoachingSeptember 19 |  2 – 3 pm ET  |  Free to Members
1 CFP CE CreditRegister Now 


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The Overdue Marriage of Goals-Based Advice and Behavioral EconomicsSeptember 25 |  2 – 3 pm ET  |  Free to Members
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Journal in the Round: Journey Through Clients’ Crisis SituationsSeptember 26 |  2 – 3 pm ET  |  Free to Members
1 CFP CE CreditRegister Now 


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Medicare Rights Center for Financial Planners10-Part Course | Up to 15 CFP CE Credits Available

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You’re a Financial Planner; Now What?Weekly Podcast by Hannah Moore, CFP® | Subscribe to #YAFPNW on iTunes, Stitcher or Other Podcast Players

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FPA Business Resource Center
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TD Ameritrade Presents: Advisor Growth Trends & Insights – 2018 FA Insight Study of Advisory Firms Results Preview

September 13  |  2 pm ET  |  Free to Members

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Asset-Map Presents: The Future of Client Engagement is Digital

September 27  |  1 pm ET  |  Free to Members

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