See below for a listing of sessions offered to FPA members for free = 
CLASSES START May 5th, 2008 (11-12:00 PM EDT)
SPECIAL VLC TELECOURSE!Coaching/Communication Skills for Financial Advisers
Faciliatator: Andrea White, Master Certified Coach, Financial Conversations Career Stage: I, II, III FPA Learning Competency: Communication Skills Tuition: $225 FPA members ($245 nonmembers)
6.0 CFP CE credits Approved |
May 8, 2008 (2-3:00 PM EDT)
Health Benefits Planning – An Often Overlooked Part of the Financial Planning Process
Presented by: Tracey A. Baker VLC Educational Tracks: Technical Knowledge Career Stage: I, II FPA Learning Competency: Technical Knowledge CFP Topic List: Insurance Planning and Risk Management, Employee Benefits Planning, Retirement Planning Tuition: $69 FPA members ($89 nonmembers) 1.0 CFP Credits (pending) |
May 20, 2008 (12-2:00 PM EDT)
It's a Whole New World: Practicing Under CFP Board's New Code of Ethics
Presented by: Fredrick E. Adkins III, CFP® VLC Educational Tracks: Ethics Career Stage: I, II, III FPA Learning Competency: Critical Thinking Tuition: $89 FPA members ($109 nonmembers)
2.0 CFP CE credits (pending)
CFP Topic List: Ethics |
May 21, 2008 (12-2:00 PM EDT)
Opportunistic Rebalancing - A New Paradigm for Wealth Managers
Presented by: Gobind Daryanani, CFP VLC Educational Tracks: Journal of Financial Planning Career Stage: II FPA Learning Competency: Technical Knowledge, Critical Thinking Tuition: $89 FPA members ($109 nonmembers) 2.0 CFP Credits (pending) |
May 23, 2008 (2-3:00 PM EDT)
Practice Valuation Drivers - How Advisors Can Influence Valuation
Presented by: Matt Matrisian VLC Educational Tracks: Practice Management Career Stage: II, III FPA Learning Competency: Business Management Tuition: FREE for FPA members ($59 nonmembers)
0.0 CFP CE credits |
May 27, 2008 (2-3:00 PM EDT)
Working with Retirees: A New Older Demographic
Presented by: Michael Herndon, Manager, Financial Security, AARP VLC Educational Tracks: Sponsored Programs / Client Trust and Communication Career Stage: I, II, III FPA Learning Competency: Relationship skills, Communication Skills Tuition: FREE for FPA members ($69 nonmembers)
1.0 CFP CE credits (pending)
CFP Topic List: Retirement Planning, Estate Planning, Client Trust and Communication |
May 28, 2008 (2-3:00 PM EDT)
Single Stock Futures vs Trading Stock on Margin
Presented by: Henry Robinson-Duff, Director of Education OneChicago VLC Educational Tracks: Sponsored Educational Program / Technical Knowledge Career Stage: I FPA Learning Competency: Technical Knowledge Tuition: FREE for FPA members ($59 nonmembers)
1.0 CFP CE credits (pending)
Sponsored by OneChicago |
VLC Archives – Learning Library are now available in FPA's Online Store.Don't see the course content that you want or need? Let us know the topic of interest and we'll do our best to program just such a seminar. You can provide suggestions, content requests, speaker referrals and general feedback at VLC@FPAnet.org
2007 VLC Sponsorship Opportunities: () or contact vlc@fpanet.org.
**VLC Dates, topics, and presenters are subject to change without notice.
*** Refund Policy: refunds & or exchange requests are subject to FPA review and approval processes and must be submitted to:
Kate Barnes
Online Learning Coordinator
800-322-4237 Ext. 7112
VLC@fpanet.org
FPA is committed to providing quality content and excellent customer service. If registered for an event that you are unable to attend, you will be credited another VLC at no charge. If you were in attendance and received Continuing Education credit for the program, only partial refunds will be processed after review and approval, due to CFP Board CE reporting processing and costs incurred by FPA.
A Planner's first stop in the quest for knowledge.
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