July 11 2018 - FPA Webinar - Sustainability: The Future of the Profession
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7/11/2018
When: Wednesday, July 11, 2018
2 to 3:00 pm ET
Where: United States

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FPA Webinar: Sustainability: The Future of the Profession


Sustainability is a concept that is shaping the future of financial planning. As growing businesses must meet the demands of more clients and tougher regulations, building a sustainable team presents a solution to these challenges. Learn how to build a team that will support growth goals, empower the next generation, and facilitate long-term succession planning.

Level of Complexity:

 Overview - General review of subject from a broad perspective/dive into basic knowledge on a skill or topic. For newer CFP® or unfamiliar with subject.


Course Objectives

  • Identify growth objectives and understand how to advance through decision-making into action for their business and clients' businesses.
  • Remove any planner distractions that could impact a planner's ability to maintain fiduciary oversight of a client's financial plan.
  • Understand business structures that create a unified planning team in support of meeting clients' fiduciary needs.
  • Recognize how to better support business succession-planning clients with their long-term business plans.

 

Event Information


Start Time: July 11, 2018 - 2:00 PM Eastern

Estimated Length: 1 hour

FPA Member Price: Free
Non-Member Price: $19.00

 

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