Education and training is so important to a successful career as a CFP®. So take advantage of the educational offerings that our Chapter provides. Remember, "the more you LEARN, the more you EARN"!
The FPA of MA’s Programming and Education Team as been working hard to bring you the best quality programs. Each month, (second Wednesday of the Month at 4 pm), we offer a monthly webinar. In addition, we offer symposiums each calendar quarter (Feb, May, October and December). Next May, we are going to have a special retreat in beautiful Cape Cod. From time to time, our partners will run special events as well. And, we are also working on some interactive practice management conference calls.
Next month's webinar, we'll be discussing "Gold" as an alternative asset class (ways to invest, risks, tax implications and the World Gold Council). So tune in on August 13.
Here’s a taste of other upcoming topics: behavioral finance, disability insurance planning, planning for long-term care and asset protection. This list is not exhaustive. You can find more information about our upcoming events at
FPAMA.org. Also, feel free to contact me if there’s a particular topic you’d like covered.
The bottom line is that education and training are paramount to future success. It enables you to apply information, ideas, theories, and formulas to help your clients achieve a variety of tasks and goals. But, I’m sure I’m preaching to the choir.
Have a great summer and hope to see you soon at a future event.
Best wishes,
Bill