Advanced Planning Skills: Integrating Academic

Research and Technology into Your Service

Delivery, Part 1 (1 CFP® CE Credit*)

Learn how scientific research helps financial planning professionals obtain the skills and knowledge to deliver evidence-based service to clients. We'll share the case for evidence-based practice as it relates to all competency areas of financial planning (retirement planning, insurance planning, investment planning, etc.). Through case studies, attendees will see the research-to-practice process, including ways it is integrated into the eMoney platform.

*CFP Credits not applicable for viewing the recording

Emily Koochel, Ph.D., AFC®,
Manager, Financial Wellness and Education
eMoney Advisor
Michael Kothakota, PhD, CFP®
WolfBridge Wealth
Timothy M. Todd, PhD
Director of Wealth Management and Financial Planning Program
Liberty Law
Stu Heckman. PhD, CFP®
Associate Professor of Practice and PhD Program Director
Texas Tech University