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A - Financial Planning Process
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The New College Financial Landscape: Understanding ROI and Strategies to Keep Clients in Budget
Oct 01, 2025 3:00 PM - 4:15 PM ET
1.5 NAPFA CE available
1.5 CFP® CE available
1.5 NASBA CPE available
$40.00 - $50.00
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The New College Financial Landscape: Understanding ROI and Strategies to Keep Clients in Budget
Multiple Credits
$40.00 - $50.00
Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
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Operation Financial Freedom: Strengthening Financial Foundations for Disabled Veterans
Multiple Credits
$0.00 - $19.00
Beyond Investments: How Advisors Are Growing AUM with Holistic Planning
On-Demand
1 NAPFA CE available
$0.00 - $19.00
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Beyond Investments: How Advisors Are Growing AUM with Holistic Planning
1 NAPFA CE available
$0.00 - $19.00
Ethical Issues in Special Needs Planning
2
1.5 NAPFA CE available
1.5 CFP® CE available
$40.00 - $50.00
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Ethical Issues in Special Needs Planning
Multiple Credits
$40.00 - $50.00
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
2
1 NAPFA CE available
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
Learning Activity Title
Learning Activity Title
Numbers in Action: How Successful Advisors Turn Insights into Satisfied Clients
Multiple Credits
$0.00 - $19.00
Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
2
1 NAPFA CE available
1 CFP® CE available
$39.00 - $59.00
Learning Activity Title
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Fireside Chat: Inspiring HUMANS to Take Action on Financial Planning To-Dos
Multiple Credits
$39.00 - $59.00
Helping Clients Plan for Higher Education Expenses - 2023
2
1 CFP® CE available
$0.00 - $19.00
Learning Activity Title
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Learning Activity Title
Helping Clients Plan for Higher Education Expenses - 2023
1 CFP® CE available
$0.00 - $19.00
August 2021 Issue: The Future of Advisor-Driven DIY Planning
On-Demand
No Credit
Free
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August 2021 Issue: The Future of Advisor-Driven DIY Planning
No Credit
Free
March 2022 Issue: Behavioral Finance Dynamics by Linda Leitz
On-Demand
No Credit
Free
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March 2022 Issue: Behavioral Finance Dynamics by Linda Leitz
No Credit
Free
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