I would like to just thank all of our members for what I thought was an outstanding day! Intangibly, I felt a lot of energy, spirit and cooperation. The weather was beautiful and the facility was great. To talk with partners and friends in the hallway with the big windows allowing the...
However, several chapter members need their CE prior to May. If you are in this situation too, you are invited to attend a live class being held on Friday, November 1st
The mission of Fidelity Charitable® is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. 1 CFP CE Pending
04-23-2024 | 12:00 - 13:00 ET
How many members are we trying to attract to each meeting? What (if any) CE credits will be provided?
- FPA Board Member Claudia Cypher-Kane, CFP ® , CIMA ® , CPWA ® , ADPA ® , CDFA ® , of Beacon Wealth Strategies, Raymond James Financial Services and Stacy Francis, CFP®, CDFA® and CES ™, President & CEO of Francis Financial, Inc. - FPA Investment Knowledge Circle Host Raymond Benton, CFP ® , CRPC ® of Benton & Company, and Dennis Stearns, CFP ® , President of Stearns Financial Group
It is only this past November that I took and passed the CFP exam. Already I have forgotten many details, percentages, rules, laws, amounts, etc., or they have changed with a new calendar year and may change each year. NOBODY can remember all that stuff! As a practitioner, frequently I need...
3 Comments - For an additional fee (I think another $100) you can take a 100 question exam which gets you 10 hours of CE with a score of 70% or better
Many people go to the conference for the educational sessions and the CE credits. Others go to check out the exhibitors and all the advances in products and technologies (and I’m glad they do!)
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