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Overview: Dialogue of Volatile Markets – strategies outlined in the Advisor Playbook with examples of how advisors implemented the strategies. Topic: Dialogue of Volatile Markets Speaker: Chris Jeppesen, First Trust Featured Partner: Josh Wineriter, TD Ameritrade Institutional Location: Online Only About the Speaker: Chris Jeppesen is Chief of Advisor Consulting at First Trust. For more […]
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Overview: This program fulfills the requirement for CFP Board-approved Ethics CE. It is designed to educate CFP® professionals on CFP Board's new Code of Ethics and Standards of Conduct, which is effective October 1, 2019. The goal of this program is to position the application of CFP Board's Code of Ethics and Standards of Conduct […] |
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Overview: Join Cameo Roberson to learn how you can improve your virtual networking skills for today and beyond. This is a 30 minute session with time for Q&A at the end. Learn about optimizing your profile, content strategy, reaching out to COIs and even how to find them. FPASV is happy to offer this webinar […] |
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