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Educational breakout sessions are available for beginner, intermediate, and advanced proficiency levels. Attending the CFP Board of Ethics session will earn attendees 2 CE credits and 2 CE credits are also available for attending both Part 1 and Part 2 of the Beyond the Plan panel. Please note that attendees cannot get CE credit for attending the same session twice.

Addressing Consumer Concerns

Incorporating Guaranteed Income into Retirement Plans to Reduce Market Reliance (Beginner/Intermediate – 1 CFP® CE Credit

Planning for the Worst: Modeling Adverse Markets and Situations (Beginner/Intermediate – 1 CFP® CE Credit

Candid Conversations with Your Clients (All – 1 CFP® CE Credit

Ensuring Clients Are Protected with Insurance (Beginner/Intermediate – 1 CFP® CE Credit

Stress Testing Your Plan for All of Life’s What-Ifs (Beginner/Intermediate – 1 CFP® CE Credit

Motivating Clients to Take Action (All – 1 CFP® CE Credit)

Leveraging Decision Center

Retirement Planning in Decision Center (Intermediate – 1 CFP® CE Credit

Facilitating an Interactive Client Meeting with Decision Center (Beginner – 1 CFP® CE Credit

Estate Planning in Decision Center (Advanced – 1 CFP® CE Credit)

Using Decision Center to Identify Planning Opportunities (Intermediate – 1 CFP® CE Credit

Using eMoney to Expand your Business

Demonstrating Value to Prospects to Drive Conversions (Beginner) 

Using APIs and Integrations to Expand Your Business (Advanced) 

Growth Through Efficiency in Your Office (Beginner) 

Leveraging eMoney to Discover implementation Opportunities (Intermediate) 

Demonstrating Tax Alpha with eMoney (Intermediate – 1 CFP® CE Credit

Delivering an Engaging Experience

Creating an Engaging Experience with the Client Portal (Beginner – 1 CFP® CE Credit)

Conducting a Client Review with eMoney (Intermediate – 1 CFP® CE Credit

Delivering a High-Touch White-Glove Planning Experience (Advanced) 

A Day in the Life of a Holistic Advisor (All – 1 CFP® CE Credit

Additional Breakouts

Live Interactive Peer-to-Peer Roundtables 

Beyond Your Practice: Pro Bono Financial Planning Volunteer Training (1 CFP® CE Credit)

Fidelity: Scalable Portfolio Construction for High New Worth

Panel Discussion: Understanding Values and Planning with Inclusion (0.5 CFP® CE Credit)

How do you plan to go beyond?

Register now and don’t miss out!

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