$98.00
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Secure Transaction 2024 Financial Planning Trends and Opportunities
Format
Webcast
Course Level
Basic
CPE Credits
2 Credits: Finance
Course Description
In today’s unpredictable and ever-changing economic landscape, financial planning requires a strategic approach to safeguard both personal and client well-being. This course provides essential insights into navigating volatility, with a focus on understanding current challenges and identifying optimal times to adapt your financial strategies. Participants will learn how to manage client concerns effectively and ensure financial stability in an unstable environment, making informed decisions that align with both present and future circumstances. Ideal for professionals looking to enhance their financial planning and insurance skills in today’s complex market.
Learning Objectives
Upon completion of this course, participants will be able to:
- Understand today’s uncertain and volatile environment
- Identify when to make changes to suite the current and future environment
- Understand how to handle concerns in an unstable environment for your clients and your own well-being
Course Specifics
WC1324396981
September 13, 2024
None
None
Compliance Information
CFP Provider Number: 3199
CFP Course Number: 329687
CFP Credits: 2
CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Jeff Rattiner, BBA, CPA, CFP, MBA, is the president of JR Financial Group, Inc., which provides tax, financial planning, and money management services to individuals and financial planning professionals in Scottsdale, Arizona and Centennial, Colorado. His Financial Planning Fast Track (FPFT) program—which has been taught at eight universities—provides professionals with the training necessary to become CFP® certificants, and it received critical acclaim as the cover story in the December 2001 issue of Financial Planning Magazine. He’s a frequent and sought-after industry writer and entertaining speaker—authoring 10 books for Wiley, Bloomberg, CCH, Harcourt Brace and many others covering a variety of …
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