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There are so many topic areas that a CFP needs to have some familiarity with to be able to properly advise clients - whether you do comprehensive financial planning or specialize in one facet of it. The broader the scope of your knowledge, the more value you bring to the client relationship. Just think of all of the topics covered in the CFP study program! Since financial planning is about the client's entire financial life, it is important to be aware of how little details fit into the big picture. The key is recognizing the issues involving your clients' financial lives and being able to bring them solutions, whether you do so yourself or turn them to someone who handles that area. Our programs aim to enhance your awareness of issues affecting many people.

Season Pass and Combo

The New Age of Professional Planners

The New Age of Professional Planners and How to Hire Them Successfully

This session will empower owners to find the right fit when hiring professional staff by providing insight on identifying and selecting candidates to hiring and managing them.  You don't want to miss this presentation if you plan on adding staff and want the upper hand during the hiring process.

7:30am (1 hour)

TBD

Breakfast

7:30am (1 hour)

Twelfth Annual SYMPOSIUM