Everything financial begins with a persons ability to earn a sustainable income (aka Human Capital). Yet, few, if any, Certified Financial Planner Professionals, Financial Advisors, or other financial-related professionals help clients strengthen their earning power. Career development planning is a natural adjunct to personal financial planning and has three primary beneficiaries: 1. College-bound students and their parents to help ensure career and colleges choices are a "best fit" for the student (thus reducing student loan debt), 2. Adults age 25-35 who determine "my chosen career isn't what I thought it would be", stymieing their financial wellness, and 3. Adults age 50-55 who determine that their career is at risk but are unable to retire due to a lack of savings and investments, and need to "extend" their earning power in a new way.
The learning objectives are as follows:
- How the process of career development planning works
- How it can benefit your clients (and their children)
- How it can renew your relationship with your clients and their families through a critical value-added service.
This session is worth one CE credit for subscribers with the following designations: CFP, CLU, ChFC and RICP. And CPA subscribers will earn one CPE credit. And NAPFA members who subscribe will receive a completion certificate they can apply for NAPFA CE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.