Discover the tools you need to navigate today’s financial planning landscape.
| Sponsor content from Cambridge | | Sponsor content from Cambridge | Hello Voornaam, For wealth managers and financial planning professionals to banish concerns about finding success in today’s competitive marketplace, innovation is key. However, innovation alone is not enough. It’s crucial to not only understand the range of choices available, but to implement an efficient blend of new tools and resources to grow your practice. In this webinar, find out from financial planning experts:
How to build a solid framework for innovation in today’s environment Why it’s important to develop a keen understanding of a variety of options How different types of innovative solutions are effective at driving growth | | Valarie Vest | First Vice President of Fiduciary Services Cambridge Investment Research, Inc. | (Speaker) |
| | Kevin Ihrke | Director of Fiduciary Services, CFP® Cambridge Investment Research, Inc. | (Speaker) |
| | David Adler | Wealth Management & Behavioral Finance Expert
| (Moderator) |
|
| | | Valarie Vest | First Vice President of Fiduciary Services Cambridge Investment Research, Inc. | (Speaker) |
| | Kevin Ihrke | Director of Fiduciary Services, CFP® Cambridge Investment Research, Inc. | (Speaker) |
| | David Adler | Wealth Management & Behavioral Finance Expert
| (Moderator) |
|
| | CFP CE credit is being offered for this webinar.** | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |
| | CFP CE credit is being offered for this webinar.** | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. | |
Arizent is pleased to be able to offer CFP CE credit for this web session. It is imperative that you adhere to the following instructions to obtain credit. To receive the credit, you must be in attendance for the complete session. Arizent is not responsible for late arrivals or connections issues. At the end of the seminar you must input your CFP numbers to receive credit. Credit will be reflected on their respective accounts within a month from the webinar. |
More From Financial Planning |
You were sent this email because you signed up for Research and Knowledge Base emails from Financial Planning. These include notifications of new research, whitepapers, and upcoming webinars. |
If you no longer wish to receive emails on this topic, you can opt out here (this is a one-click opt-out). |
Arizent One State Street Plaza, 27th Floor New York, NY 10004 |
|
|