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 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 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 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 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 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 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 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.