This course, presented by Paul Hood, provides an in-depth analysis of the potential tax law changes following the 2024 election and their impact on financial planning strategies. The session covers key issues such as the Byrd Rule's effect on the Tax Cuts and Jobs Act, the likelihood of legislative modifications before provisions sunset in 2026, and how political dynamics influence tax policy decisions. Participants will gain insights into strategic tax planning, including considerations for estate and gift taxes, charitable contributions, grantor trusts, and asset protection strategies. The course emphasizes risk assessment for clients, highlighting prudent approaches to managing uncertainty in light of evolving tax laws. Through detailed discussions on various planning techniques, professionals will be better equipped to advise clients on actions to take'or avoid'as they prepare for future legislative changes.
The course for CFP and CPA financial planning professionals focuses on equipping fiduciaries with essential skills to evaluate, justify, and manage life insurance policies under best-interest regulations. Participants learn about cost-transparency, policy illustrations, and diversification strategies, ensuring recommendations align with fiduciary standards like those outlined by FINRA and the Uniform Prudent Investor Act. The class also emphasizes leveraging independent research tools like Veralytic and using stochastic modeling to assess long-term policy viability. This ensures practitioners can confidently navigate the complex life insurance landscape, protecting client interests and complying with evolving industry regulations.
This course provides financial professionals with an evidence-based update on U.S. economic conditions and stock market trends as of August 19, 2025. Fritz Meyer analyzes key indicators including PMI data, employment trends, consumer spending, GDP forecasts, and inflation, offering insight into how these data points impact client portfolios. The course emphasizes long-term growth patterns, the wealth effect from baby boomers, and the role of earnings expectations in supporting high equity valuations. It also explores American exceptionalism, U.S. vs. international equity performance, and the implications of federal debt and deficits. Designed for CFP, CPA, CIMA, and IAR CE and CPE credit, this course helps professionals better understand today's financial landscape and communicate it effectively to clients.
Technically sound financial advice does not always produce client action. This course gives advisors a practical framework for determining why a client is not implementing a recommendation and what to address first. Participants learn to distinguish five common barriers—misunderstanding, cognitive bias, emotion, relationship conflict, and low readiness—and to recognize when more than one barrier is operating. The course then introduces a neutral, question-based method for identifying the controlling barrier: the barrier that must be addressed before the client can move forward.
The presentation emphasizes observation, inquiry, and appropriate initial responses. It does not train advisors to diagnose clients or provide mental-health treatment; instead, it strengthens the advisor’s ability to clarify, explore, sequence, and facilitate sound client decision-making within the advisor’s professional role.