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Announcements


FPA Members: remember to click the login/register button and log in to apply member pricing to your purchase!


Special offers available now from Retreat 2013! Members can purchase any three Webcast (encores) or pre-order any three On Demand Sessions for $79.95. Sessions can be found here.

Please call 1-877-880-1335 to take advantage of the purchase any three session offer.

Coming Soon! Members pay $349 ($449 for Non-Members) for all the On Demand sessions from Retreat 2013! Link coming soon!

Don't forget to click "Certificate of Completion" and get your printable certificate of attendance after you watch an OnDemand course. It's an important step to get your credit reported correctly.

All live course times are given in Eastern time.


 

Featured Products

Available As:
On DemandWebcast (Encore)

Join Dick Wagner & Don St. Clair as they explore the historicity of money, the future of inflation and entitlements, and the implications for our profession.

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On Demand

The majority of advisers today do not optimize the website traffic they get, and leave tremendous potential on the table. Worst of all, most don't have any idea that this inefficiency exists in their practice today! Learn how to generate more meaningful leads and use your website most effectively.

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Available As:
On DemandWebcast (Encore)

This session will provide practical tools and techniques for veteran planners and those new to the industry, equip them to arrive at better financial planning solutions with their clients and make client relationships richer and stronger at every step of the process.

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On Demand

Learn the secrets to building more productive collaborative relationships with attorneys and CPAs. This session will address what estate/business planning attorneys and CPAs look for in building collaborative and reciprocal relationships with financial planners, providing concrete suggestions as to what you can do today to build profitable and productive relationships with these key client influencers.

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This Could Change Everything: Challenging Our Assumptions about Money, ...
General Principles of Financial Planning
1.5 Credits
Converting Online: How Do I Get My Website Visitors to Do What I Want Them to Do?
Sales & Marketing
Change from the Client's Perspective: What Do They Really Care About?
General Principles of Financial Planning
Building Collaborative Relationships with Attorneys and CPAs
Business & Practice Management

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