This session will consider the role of the Paraplanner, how it has evolved and why it is now an essential component of a Financial Planning business. With firms facing higher costs, lower and different shape revenues, greater efficiencies need to be found within the business and within the delivery of the service to the clients.Read more >
Introduction to Serenity Financial Planning. Never before has managing your money and planning your financial future been as important as it is today - but most people find it hard to know where to start.
At Serenity, we believe that it starts with discovering what’s really important to you in life – whether it’s your family, your business – or even exciting goals that you have for the future.
Whatever ambitions and plans you have, our proven ‘financial life planning’ services are helping people just like you to better manage their day-to-day finances, to grow and protect their wealth and to get on track so that they really can live the life of their dreams.
Michael S. Finke explains how you can analyze your client interactions and learn to build upon your relationship skills.Read more >
Many feel that financial planning and investment management are uneasy companions within a financial planning firm.
Lee Robertson, CEO of Investment Quorum, outlines why they decided to combine both elements of wealth management to the overall benefit of his clients, his advisers and his firm.
In this webinar, you will learn:
· The problems encountered leading to a rationale which combines financial planning and investment management
· The journey to becoming investment managers
· The Investment Quorum proposition
· The benefits for clients, advisers and the firm
· Key issues for consideration
All successful financial advisors face a turning point in their career . . .
Most succession planning presentations are focused on the sale, the price and the terms. This webinar will focus on helping you determine what really matters and your options. How do you prepare the practice, honor your clients, your employees and your family? How can you be successful in transitioning to your next phase of life and work?
Marty Kurtz, CFP® has been in the midst of his own transition journey from the successful practice he built. Elizabeth is Marty’s consultant as well as consultant to numerous advisors and firms at varying stages of their professional lives. She retired from her own practice several years ago. Both Marty and Elizabeth are former presidents of the Financial Planning Association and thought leaders in the industry.
From anxiety-provoking "financial entertainment" such as CNBC to financial advisors who literally put their own interests and those of their big bank employers ahead of the interests of clients, much financial advice is biased due to competing loyalties. True fiduciaries on the other hand, are legally obligated to put client interests before their own.
Please join our fiduciaries for a live webinar on fiduciary financial planning and a 5-step integrated approach to placing client goals first in every aspect of their financial lives - from investing and insurance to real estate.
Informed Choice financial planner Catriona Lumiste presents this webcast explaining the ten things all women need to know about their financial planning and divorce.Read more >
Informed Choice chartered financial planner and CFP professional Andrew Neligan describes the unique Financial Planning challenges faced by people in retirement providing financial support to adult children and elderly parents.Read more >
Understanding credit risk and its impact on reserves and write-offs is fundamental yet challenging to manage. Join us as we share how to use Tableau to analyze exposure by risk characteristics, identify predictive indicators to illustrate potential exposure, and visualize risk concentration by risk rating.
View this webinar and we’ll cover:
-An overview on how leading financial institutions are managing borrower credit risk
-How to utilise Tableau dashboards to properly monitor risk exposure
-A data-driven strategy to leverage your analytics to improve credit risk
-Discover how your analytics can save you time and effort while maintaining the required level of risk --management and oversight needed in your operation.
Are you Risk Tolerance Ready?
Finworx360 is a segmentation tool that gives financial advisors a deeper understanding of their clients' risk tolerance through behavioral biases and unique investor personas.
In this webinar we will:
- Introduce Finworx360 & Our Behavioral Risk Survey
- Divulge Field-Tested Best Practices
- Deep Dive Into the Reporting Tools
- Discover the Four Individual Personas
Informed Choice chartered financial planner and CFP professional Angela Murfitt explains the issues associated with divorce and financial planning, including the various pension options and ensuring you have sufficient protection in place for maintenance payments.Read more >
Informed Choice Chartered Financial Planner and CFP professional Andrew Neligan shares his top Financial Planning tips for Legal Professionals including Solicitors, Barristers and Judges.Read more >
The #1 question for people everywhere:
How to design & deliver a work-life balance that maximizes our best efficiencies at work and our most meaningful life outside work?
George Kinder has specialized in delivering work-life balance to consumers and professionals worldwide through Life Planning and Mindfulness trainings and workshops for 30 years.
The world today requires commitments in more areas than ever before. The requirements for work have been continuously expanded with new daily technologies, constantly competing with family time and lifestyle choices. Balancing a healthy lifestyle is critical for the future success of everyone in the workforce today.
Combining thoughtful financial Life Planning with Mindfulness delivers work-life balance to everyone. Mindfulness gives you the ability to recognize where you sacrifice your work-life balance. Life Planning defines the balance you really want and the financial elements needed to secure it. Join this webinar and learn how to design the best of lives for yourself, your employees or your clients that simultaneously maximizes efficiencies at work.
You will learn:
1.How to deliver work-life balance to yourself, your clients and your employees
2.How Mindfulness & Life Planning are key elements to your work-life balance
3.Learn how to begin the process of creating a financial Life Plan to support your work-life balance
4.Strategies for finding more time to support a good work-life balance
Can’t Miss Takeaways - You will:
1.Do the famous GK 3-Questions facilitated by George Kinder
2.See and receive access to a Free consumer Life Planning website
3.Receive a Free “Life Planning for You” book by George Kinder
4.Have access to an audio guide to a daily Mindfulness practice.
Who should attend?
Anyone seeking to improve their personal work-life balance or to help their clients or employees improve their work-life balance.
It’s the end of the year…and one commonality all businesses have, time to prepare for tax submissions. Taxes are overwhelming but they’re an inevitable part of running your business. During this webinar, Brian Walls will be delivering key points and tips that uncover the often overlooked tax deadlines and necessary information. You will leave feeling at ease about the tax and financial terminology and strategies to make the annual tax exercise more efficient in the future.
During the webinar, we will discuss:
•Calculating estimated tax payments
•What is deductible
•Helpful financial software/tools
About the Speaker:
Brian Walls, who leads the WFG's team, has decades of experience within the financial services industry. To Walls Financial Group he brings financial planning and investment management experience.
Prior to launching Walls Financial Group, Brian was Senior Financial Planner with The Ayco Company L.P., a Goldman Sachs Company, where he provided comprehensive financial counseling to high-net-worth senior executives of major corporations.
Brian was Senior Portfolio Administrator at The Money Growth Institute. He also worked as an Examiner within the Special Investigations Division of the National Association of Securities Dealers. NASD is the private-sector regulatory body of the U.S. securities industry.
In this financial planning webinar, Nick Cann, will look at how we currently appear to the consumer, what they think and feel about this and what needs to be done to improve the current position.
Ahead of Financial Planning Week (21-27 November 2011) Nick will look at some of the high level findings from a recent consumer survey. He will also discuss the other issues above and beyond this that need to be addressed to improve the overall position of financial planning and the public perception of advisers.
As modern finance professionals, we are facing the most challenging FinTech conditions for decades as we strive to be better business partners.
In this 30 minute webinar replay will explore the 2016 FSN "The Future of Financial Planning, Budgeting, and Forecasting"" global research findings, and reveal:
The critical challenges facing everyone from the CFO to FP&A managers across the globe.
A better understanding of the changing financial landscape around audit and compliance, cloud ERP and procurement.
Why we need to transition to a culture of continuous financial planning.
How the finance function can transform into a more strategic business partner.
Watch now and learn how you can lead your organization into the future.
In 2013, the Certified Financial Planner Board of Standards launched the Women’s Initiative to understand the reasons for the persistent low numbers of women CFP® professionals. Women comprise approximately 23% of the certificant base, a number which is somewhat lower than the 31% representation by women within the broader financial advisory profession. What’s more, the percentage of CFP® professionals who are women has not changed for over a decade, even as the profession itself has grown and become well established in the financial marketplace.
This presentation will discuss the ground-breaking research, both qualitative and quantitative, conducted by CFP Board. Focus-group participants and survey respondents were drawn from virtually every demographic group with a stake in the discussion of women’s professional status in financial planning. These groups included students in academic and certificate financial planning programs, educators, students pursuing finance-related majors, women and men in financial services both with and without the CFP certification, firm executives and recruiters, even clients of financial advisors who were asked about the role of gender in their choice of advisor.
Eleanor Blayney, CFP®, Consumer Advocate for CFP Board and a member of the Women’s Initiative Advisory Planning, will highlight the major findings from the research, as well as discuss the business case for more female CFP® professionals. Most important of all, she will share the recommendations of the WIN Advisory Panel for attracting and retaining more women CFP® professionals, in terms of what can be done today, tomorrow, and into the longer-term future to bring gender parity to the financial planning profession.
Mobile technology, social media, cloud computing, data visualization, talent shortages, uneven growth opportunities, political and social risks … many forces impact an organization’s ability to utilize large amounts of data as a competitive advantage. Organizations that capitalize on the large volume and breadth of data to better understand their customers, competitors, marketplace – and overall controls and risk management – will grab the competitive advantage.
This session will explore emerging trends and challenges that impact the ability of an organization to utilize Big Data in its Financial Planning and Analysis function, as well as factors that must be considered in harnessing this data in your own organization.
After participating in this webinar, you'll be able to:
•Define the most impactful trends affecting the utilization of Big Data in the finance function
•Identify the factors that should be considered in determining whether Big Data is right for your organization
•List the top ways in which organizations are capitalizing on Big Data to gain competitive advantage
Who Should Attend
Chief Financial Officers, Vice Presidents of Finance, Directors of Financial Planning and Analysis, Directors of Finance, Controllers, Managers of Finance, Financial Analysts
This webinar offers 1 CPE