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1 - 10 of 12

2025 COFPA Forum

C80841
Credits
6.0
Content Area
Products and Practice
Topic(s)
General advisory
Credits
6.0
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

2026 Private Markets Symposium

C28362
Credits
4.0
Content Area
Products and Practice
Topic(s)
Financial Planning
Investment Planning
Credits
4.0
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

A Senator's Perspective on the Future

C80828
Credits
0.5
Content Area
Products and Practice
Topic(s)
Financial Planning
Retirement planning
Credits
0.5
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Across the Capital Markets

C80831
Credits
1.0
Content Area
Products and Practice
Topic(s)
Equities
Financial Planning
Credits
1.0
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Advanced Planning Day

C27753
Credits
3.0
Content Area
Products and Practice
Topic(s)
Business Continuity Plans/Succession Plans
Digital Assets
Other
Credits
3.0
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

From Medicare to Money What Clients Expect

C80832
Credits
1.0
Content Area
Products and Practice
Topic(s)
Insurance
Credits
1.0
Format
In-person seminar/event
Other Professional Designations
Insurance
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Marriage and Money Financial Considerations

C28020
Credits
1.0
Content Area
Products and Practice
Topic(s)
Financial Planning
Credits
1.0
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Public Policy and it's Impact on Finances Locally

C28026
Credits
0.5
Content Area
Products and Practice
Topic(s)
Client Relationships
Financial Planning
Credits
0.5
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Tax Planning Opportunities Under the New OBBB Act

C80829
Credits
1.0
Content Area
Products and Practice
Topic(s)
Financial Planning
Tax
Credits
1.0
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date

Tax Updates on Housing Wealth in Light of OBBB Act

C28023
Credits
1.0
Content Area
Products and Practice
Topic(s)
Generational Planning
Credits
1.0
Format
In-person seminar/event
Other Professional Designations
None
Complexity
Intermediate
Content Area
Products and Practice
Course Date
Scheduled Date