At eMoney, we're dedicated to helping CERTIFIED FINANCIAL PLANNERTM professionals increase their financial planning proficiency. That's why we're offering live online opportunities for CFP® s to earn continuing education credits from programs that have been accepted by the CFP Board.
Sign up here to join our monthly CE webinars. We'll notify you when it's time to sign up!
Understanding the Role of Behavioral Finance in Client Relationships: A Fireside Chat
(1 CFP® CE Credit)
Thursday, May 6 | 2:00 - 3:00 p.m. ET
Understanding your clients on a deeper, psychological level will lead to more open discussions that will ultimately allow financial advisors to build the best-possible plans and relationships. Join us for this fireside chat where an experienced industry professional will share strategies for getting to know your clients and their goals and aspirations better.
Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.**
FOR CFP PROS BY CFP PROS
Our CE sessions are designed and taught by our on-staff CFP professionals, so you can be sure that the webinar topics are relevant and that you will get the answers you need to your advanced planning questions.
YOUR PARTNER IN PLANNING
The CE program is another benefit of partnering with eMoney. We are committed to providing support at all stages of the planning lifecycle and addressing both the challenges that advisors face today as well as those that they may encounter tomorrow.
How it Works:
Learn about upcoming CE sessions and register using your name, CFP Board ID and email address.
To obtain CE credits you must attend the live online session for which you registered.
We'll report your attendance to the CFP Board, and you will receive confirmation when credits are awarded.
**To receive CE credit, you must attend the live session.
**Each month, we offer a CE credit webinar so you can acquire many of the biennial CE credits you need, from wherever you are.
If you have any questions about eMoney's solution and services, please call
1-888-362-4612 or or visit us at www.emoneyadvisor.com