Audio/Web Conference: Breaking Through the Implementation Impasse
CPE CE Credit Approvals
The recommended number of CPE credit hours is: 1
The Society of Financial Service Professionals 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 through its website: www.learningmarket.org.
The Society offers programs at intermediate to advanced levels of continuing professional education. Although no pre-requisite course or advanced preparation is needed to participate in any program, knowledge of, or experience in, the program topic is required.
The Society's Refund Policy states that a refund may be given in most circumstances, less a $50 service fee. For more information regarding administrative policies on complaints and refunds, please contact our office at (800) 392-6900.
The following State Boards of Accountancy will accept CPE credit from National Registry Sponsors:
There are no formal registration requirements for course providers in the balance of the states.
This program is brought to you by the Society's Financial Planning Section
Have you ever wondered…
In this program, Lisa Kirchenbauer, CFP®, RLP® discusses the "Implementation Impasse." Learn how to sharpen your communication and client management skills to create more effective, profitable and rewarding relationships with clients. Discover what it takes to make change and implement advice and how to effectively support your clients in achieving their goals. You'll come away with new ideas and strategies for working more effectively with the "challenging" clients in your practice.
Attendees will learn how:
Lisa A. K. Kirchenbauer, CFP®, RLP® is president of Omega Wealth Management and has over 20 years of management and investment advisory experience in the financial services industry. She has been a Certified Financial Planner™ since 1990. Lisa is one of a very small number of advisors who has achieved the Registered Life PlannerÂ® designation from the Kinder Institute of Life Planning. She also serves as a trainer and mentor with the Kinder Institute. She is an affiliated advisor with the Sudden Money Institute and a participant with the Strategic Coach program. Lisa is a member of the regional and national Financial Planning Association and is currently on the FPA Retreat Taskforce for the 2012 Retreat as well as a member of NAPFA. She graduated from Stanford University with honors in international relations and has been featured and quoted in various financial industry publications, consumer publications and on TV and radio.