Financial Planners Guide to 2023 & Beyond 1.5 Credits
Learning mode
This course is valid up to December 31st, 2023 for CFP Professionals. It is advisable to complete this course before that to process the credit on time.
Record inflation. Job growth. Unemployment. Seesaw stock markets. Social security. COVID-19.Â
2022 may well go down in history as The Year of Financial Uncertainty. Investing in the stock market, bond market, or real estate? Pundits make contradictory predictions with the same information almost daily. It's no surprise that many investors are worried about what the future holds.Â
While financial impact often breeds a financial response, living through this level of uncertainty impacts us deep in our brains and provokes an emotional response, as well. Questions like 'How should I reallocate my portfolio' may be based more on fear than on economic assessment. You have an opportunity to add value to clients by initiating these conversations and helping them think through their options.Â
Join this CPE course to look back over the year and look forward to 2023.Â
To best help clients we need to understand their biases as well as ours, from this chaotic year. Just as children of the Great Depression were influenced by those memories, so too have clients today been influenced by watching retirement plans drop precipitously in 2022. Guiding clients to focus on long-term trends is what we know works; learn how to have the conversations they need to be able to listen to your guidance.
Join this online CPE Finance Webinar, it will cover the financial implications of 2022 and take a look ahead at how understanding our financial biases can both help and hurt us as we plot financial decisions in 2023. Uncertainty is a fact of life. It will also discuss how this uncertainty drives behavior and then explore ways to plan and stay financially healthy despite it.
This course covers the following Major Topics:Â
This CPE course is led by Ilene Slatko, a speaker and serial entrepreneur who currently coaches’ clients working through the long tail of administrative and financial tasks involved in the estate and divorce process. She spent over 30 years in the financial industry and has long been a resource for financial and accounting professionals.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Corporate Finance for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 310367) | 1.5 CE | Approved |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1.5 CPE | Approved |
| Corporate Finance for Certified Management Accountants (CMA) | 1.5 CPE | Eligible |
| Finance for Accredited in Business Valuation (ABV) | 1.5 CPD | Eligible |
| Personal Financial Planning for Personal Financial Specialist (PFS) | 1.5 CPD | Eligible |
| Finance for Chartered Financial Analyst (CFA) | 1.5 PL | Eligible |
| General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 310367) | 1.5 CE | Approved |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1.5 CPE | Eligible |
| Finance for Certified Government Financial Manager (CGFM) | 1.5 CPE | Eligible |
| Finance for Chartered Financial Consultant (ChFC) | 1.5 CE | Eligible |
| Financial Planning for Certified Wealth Strategist (CWS) | 1.5 CE | Eligible |
| Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1.5 CE | Eligible |
| Finance for Retirement Income Certified Professional (RICP) | 1.5 CE | Eligible |
| Finance for Wealth Management Certified Professional (WMCP) | 1.5 CE | Eligible |
| Finance for Certified Valuation Analyst (CVA) | 1.5 CPE | Eligible |
| Finance for Financial Services Certified Professional (FSCP) | 1.5 CE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1.5 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1.5 CPE | Eligible |
| Finance for Chartered Advisor in Senior Living (CASL) | 1.5 CE | Eligible |
| Finance for Chartered Special Needs Consultant (ChSNC) | 1.5 CE | Eligible |
| Finance for CIPM | 1.5 PL | Eligible |
| Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1.5 CPE | Eligible |
| General finance principles and financial concepts for Certified FP&A Professional (FP&A) | 1.5 CE | Eligible |
Credits
1.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
DE
Process was easy and presentation was organized and relatable
TS
This was a good course. Interesting, easy to follow.
Mar 24, 09:30 AM ET
Mar 24, 10:00 AM ET
Mar 24, 11:00 AM ET
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Mar 24, 04:00 PM ET
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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