A 3 Part Summer CE Series

Trends in Investing

Megatrend | ESG | Crytoassets

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Upcoming Webinars

Client Risk & It's impact on a Financial Plan

Thur, Jul 28 | 4:00 PM - 5:00 PM EDT

Better understand your client’s relationship with risk and what it means to the future of their financial plan with and Stratifi.


[CE] Ethics

Wed, Aug 4 | 11:00 AM - 1:00 PM EDT

The program is designed to educate CFP® professionals on CFP Board’s Code of Ethics and Standards of Conduct. This course is approved for 2 CE Ethics CFP® Credits.


[CE] Preparing Your Practice for Cryptoasset Conversations with Clients

Tue, Aug 24 | 1:00 PM - 2:00 PM EDT

As investors hear more and more about digital assets, advisors need to be prepared to address the elephant in the room. Join MoneyGuide and Onramp Invest as we equip you with the knowledge and tools to better understand these assets, to talk to clients about them, and to work Bitcoin into your business.


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