Retreat for financial planning practitioners & those intending to enter the financial planning profession
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Events
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Join us for a night to remember! We look forward to bringing the regional FPA community (hosted by FPA San Francisco) together for some fun and camaraderie. Go Giants! |
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1 event,The session will examine whether gender influences advisor selection, how financial anxiety and investor confidence relate to advisor use, and how major life events may shape financial intentions—especially when guided by a financial advisor. |
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Fulfill your entire 6 hours of IAR Ethics CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, CPA, and other advisor designations at this year’s Kitces IAR Ethics CE Day. This event will be delivered virtually by some of the most engaging and relevant ethics and regulatory experts in our industry.
$247.00
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