Wednesday, July 15 | 2:00 p.m. ET In this live webinar we'll explore how one successful advisor incorporated financial planning into his practice, and saw spectacular results. Learn how you can too.
At eMoney, we're dedicated to helping CERTIFIED FINANCIAL PLANNERTM professionals increase their financial planning proficiency. That's why we're offering live online opportunities for CFP®s to earn continuing education credits from programs that have been accepted by the CFP Board.
Sign up here to join our monthly CE webinars. We'll notify you when it's time to sign up!
Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.**
Our CE sessions are designed and taught by our on-staff CFP® professionals, so you can be sure that the webinar topics are relevant and that you will get the answers you need to your advanced planning questions.
Many clients have philanthropic inclinations, but don't know where to start. This session, guest speaker James Werner, CFP® will address how advisors can bring up charitable giving topics with clients and determine an overall mission, so that a plan to balance goals for today and tomorrow can be put in place.Register Today
Technology is evolving rapidly, and Artificial Intelligence is being incorporated across different industries. Guest speaker Andrew Brzezinski, PhD, CFA, VP at Fidelity investments will lead the discussion examining the current and future application of Artificial Intelligence (AI) to financial planning. As you learn how to balance AI with conventional thinking, you’ll be better prepared to make decisions on your financial tech stack and understand its impact on the client experience.Register Today
**To receive CE credit, you must attend the live session.
**Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.