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Earn CE credits, track progress, and meet your goals.

Resource 165 Bright Ideas For Building Business eBook

Filled with ideas to help you with client events, marketing concepts and practice management: this eBook will get you thinking out of the box!

Resource 5 Steps for a Smooth Transition

To learn what advisors and industry consultants identify as the key steps to a successful move, download our white paper, Changing Firms: Five Steps For a Smooth Transition.

Resource Paperwork Mistakes: 7 Ways to Stop Losing Money on NIGO

Learn the high cost of not-in-good-order paperwork and how to avoid it. There's even more at stake than you may realize.

Resource New Course Available Through College for Financial Planning - Plus Podcast

Introducing an Advanced Investment Product Advisor Course at CFFP & a presentation focusing on financial planning, expectations and strategies for different generations.

Resource What to Consider When Buying or Selling a Practice

Whether buying or selling a practice, asking the right questions up front can make all the difference. Use these guides as a starting point to determine if the time is right for you and to help you prepare for your next steps.

Resource What Your Clients Want: The Now Factor and 9 Onboarding Strategies

Fail to provide it and customers immediately look to competitors who will do what you won't. Download this white paper for 9 strategies to improve your client onboarding process, build loyalty and scale your business.

Resource Maximizing the Return on Your Practice Investment in an Alpha Acquisition

This white paper reveals the Five Principles That Increase the Chances of Making an Alpha Acquisition; as well as solutions to the potential roadblocks to a successful practice acquisition.

Resource Next-Gen vs. Traditional VAs - Discovering Which is Right for Your Client

This paper examines a variety of scenarios to determine when a VA with a guaranteed income rider is worth the cost of the additional protection it provides; and when a low-cost Investment-Only VA may better benefit your client.

Resource Focus on Central Banking from Investment Management Consultants Association

These articles from the Investment Management Consultants Association (IMCA) Investments & Wealth Monitor focus on how policy decisions around the world have driven financial markets, alternatives to treasuries in a low-yield environment, and how you can educate your clients on the gold standard.

Resource The Next Wave of Financial Planning

Eight Actions You Can Take Now to Better Compete in an Endlessly Changing Advice Marketplace.

Resource Complimentary White Paper: How to Tackle Succession Planning for Your Practice

This exclusive document will guide you in making sure your practice's succession plan is in place sooner rather than later.

Resource Empowered by Technology & The 10 Best Mobile Sites for Financial Advisors

Technology is supposed to make our lives easier. To often that is not the case for Advisors. Download this white paper and article and learn how to find technology that works for you.

Event FPA Retreat 2015

April 20, 2015- April 23, 2015 | Château Élan, Braselton, GA

Event 31st Annual FPA of Connecticut State Conference

April 22, 2015- April 22, 2015 | Aqua Turf Club, Plantsville, CT

Event IMCA 2015 Annual Conference

April 26, 2015- April 29, 2015 | ARIA Las Vegas, Las Vegas, NV

Event 2015 Envestnet Advisor Summit

May 06, 2015- May 08, 2015 | Hilton Chicago, Chicago, IL

Professional Library Regulatory Oversight of Investment Advisors

From The Investment Advisor’s Guide to Compliance

Professional Library Selected Provisions of the American Taxpayer Relief Act of 2012

From 2013 Tax Facts

Professional Library Advertising Advisor Services and Credentials

From The Investment Advisor’s Guide to Compliance

Professional Library Agency and Principal Transactions

From The Investment Advisor’s Guide to Compliance

Professional Library Anti-Fraud Provisions of the Investment Advisers Act

From The Investment Advisor’s Guide to Compliance

Professional Library Best Practices for Working with Senior Investors

From The Investment Advisor’s Guide to Compliance

Professional Library Books and Records Rule

From The Investment Advisor’s Guide to Compliance

Professional Library Health Insurance: Health and Medical Savings Accounts

From 2013 Tax Facts

Professional Library Long Term Care Insurance: Premiums

From 2013 Tax Facts

Professional Library Annuities: Variable Annuities

From 2013 Tax Facts

Professional Library Annuities: Estate Tax

From 2013 Tax Facts

Webcast The Great Asset Allocation Debate

May 07, 2015

CE March 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE February 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE January 2015 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE December 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE November 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE October 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE September 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE August 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE July 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE June 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE May 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Professional Library

Cafeteria Plans

From 2013 Tax Facts

CE

April 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

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Franklin Templeton - Global Investing Insights

The world has gotten smaller, and advisors in the U.S. are more aware than ever of how economic and political events overseas impact their portfolios.

Visit Global Investing Insights for actionable insights to help you make better global investment decisions.

Read more now