Financial Planning Perspectives Audio Series show

Financial Planning Perspectives Audio Series

Summary: Hear from the industry’s top experts who share their opinions on where the economy and markets are headed, helping you to better plan for the financial well-being of your clients. By subscribing to this podcast you will receive the most up-to-date information to provide you with the competitive edge needed to succeed in the financial planning industry.

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  • Artist: College for Financial Planning
  • Copyright: College for Financial Planning, Inc.

Podcasts:

 Preparing Your Clients for Estate Planning | File Type: audio/mpeg | Duration: 56:54

Preparing Your Clients for Estate Planning as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

 Financial Elder Abuse | File Type: audio/mpeg | Duration: 28:48

Financial Elder Abuse as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

 Retirement Cash Flow Considerations | File Type: audio/mpeg | Duration: 64:40

Retirement Cash Flow Considerations as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

 Value Investing | File Type: audio/mpeg | Duration: 50:30

Value Investing as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

 Applied Integral Finance | File Type: audio/mpeg | Duration: 38:38

Applied Integral Finance as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

 How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients | File Type: audio/mpeg | Duration: 44:56

How to Use Metaphors, Analogies, and Stories to Communicate More Effectively with Clients as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

 Long-Term Care: The Next Financial Crisis | File Type: audio/mpeg | Duration: 47:17

Long-Term Care: The Next Financial Crisis as part of the Financial Planning Perspectives Series from the College for Financial Planning. Listen to the presentation and complete the test to earn CE credit.

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