Education Forum: What's In It For Me?
We are excited to invite you to our upcoming educational event tailored specifically for financial, investment, and wealth managers. Join us for a deep dive into the critical issues impacting our industry and your clients in 2024 and beyond.
Learn New Approaches and Ideas
Excelling as a financial planning professional requires a commitment to learning. Taking the approach of being a lifelong learner can provide great benefits. As a result, clients will receive outstanding value from financial planners who make this type of commitment to learning.
Continuing Education
Each session of the Education Forum has been accepted for one (1) hour of continuing education by CFA Board.
Credits may also be applied toward professional recertification requirements for CAP®, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.
Being with Your People
Sometimes you just need to be with the community of advisors who speak your lingo, understand your challenges, and are willing to offer sage advice.
An Out of Office Experience
We all need a change of pace, time to unplug from the constant bombardment of email or phone calls. Research shows that disconnecting , especially from email, can make us significantly less stressed and more productive. Give your brain something else to cogitate.
Building Soft Skills
Soft skills help you to build relationships and communicate more effectively. Discussing your own work informally with someone can help you learn things like what details to share, how to be clearer, and how to be more comfortable and communicate better with your clients.