VISITORS CENTER

CE Resources

Find local Chapter events in your area.

Join Now to get member pricing!

"FSP webinars have tremendous value for financial professionals. There is a wide array of interesting topics to choose from, and the ability to assemble a group of individuals lets you extend and amplify the value of the program. When supporting material is provided, such as articles, web sites, etc., attendees can continue the dialogue when the program ends."

Laurene B. Prevette, RHU, LUTCF
FSP Board of Directors, 2011-2012


Hot Ideas in a Cold Economy: How Others are Succeeding in Today's World

CIE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

Close Window

CLE State CE Credit Approvals
State CE Credits State CE Credits State CE Credits
Alabama Kentucky North Dakota
Alaska Louisiana Ohio
Arizona Maine Oklahoma
Arkansas Maryland Oregon
California Massachussetts Pennsylvania
Colorado Michigan Rhode Island
Connecticut Minnesota South Carolina
DC Mississippi South Dakota
Delaware Missouri Tennessee
Florida Montana Texas
Georgia Nebraska Utah
Hawaii Nevada Vermont
Idaho New Hampshire Virginia
Illinois New Jersey Washington
Indiana New Mexico West Virginia
Iowa New York Wisconsin
Kansas North Carolina Wyoming

Close Window

CPE CE Credit Approvals

The recommended number of CPE credit hours is:

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:

Alabama
Alaska
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Iowa
Illinois
Indiana
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
North Carolina
North Dakota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
West Virginia
Wyoming

There are no formal registration requirements for course providers in the balance of the states.

Close Window

CFP CE Credit Approvals

This program has been awarded up to: hours of CFP credit.

"The marks CFP and Certified Financial Planner are owned by the Certified Financial Planner Board of Standards, Inc."

Close Window

PACE CE Credit Approvals

This program has been awarded up to: hours of PACE credit.

Close Window

ICB CE Credit Approvals
Title CE Credits Title CE Credits
CCTS: CRSP:
CISP: TAX:
CTFA: FP:

Close Window

CE Credits [For National Showings]
ICB CFP CIE CLE CPE PACE

Produced by the Society of Financial Service Professionals for Chapter Use

View a video-clip of the program

National Broadcast Dates:

November 18, 2009 – 1:00 – 3:15 p.m. (Eastern)
November 19, 2009 – 9:00 – 11:15 am (Eastern)

*Chapters can offer programs on national broadcast dates or a date of their own choosing. Each Chapter also determines the cost and location for its program. Consult your Chapter about its plans to present this program.

Program Overview

Financial services is a profession that has always shared its best ideas. This program is built around that very idea of sharing. It is a compilation of what financial professionals are doing in their practices to offset the effects of today's troubled economy and stay productive. The content includes ideas sent in by current members as well as a sprinkling of ideas taken from past VTCs. The ideas range from new sales techniques, how to make stronger networking connections, using technology or staff more efficiently, better marketing strategies…anything that practitioners are doing to find success. Because of the focus on practice and productivity, the program will not qualify for continuing education credits. NOTE: This program is NOT just for sales people but contains information of value to all financial professionals.

By the end of the program you will:

  • Know which approaches resonate most effectively with clients
  • Identify markets that are still productive in today's economy
  • Discover which products are selling and which are not
  • Improve your marketing through better use of your Web site and other online resources

Who should attend?

Financial planners, insurance producers, investment advisors, retirement counselors, estate planners, and other financial professionals who are looking for strategies on how to stay productive.

Educational Level

Intermediate

Moderator

Richard M. Weber, MBA, CLU, is a 42-year veteran of the life insurance industry, having been a successful agent, an insurance company executive, and now a consultant to insurers and their agents on the topic of effective and ethical selling. Author of more than 200 articles encompassing products, sales practices, and the due diligence necessary to buy and sell insurance, his newest book is Revealing Life Insurance Secrets: How the Pros Pick, Design, and Evaluate Their Own Policies, published by Marketplace Books. Mr. Weber has been a member of the Society of Financial Service Professionals since 1974 and has served on its national Board of Directors. In 2008, he received the Society's Kenneth Black, Jr. Leadership Award in recognition of his "... exemplary leadership qualities and significant contributions to the fulfillment of the Society's core values of ethics, education, and relationships." In 2009, Mr. Weber was elected to the NAEPC Estate Planning Hall of Fame and selected to receive the Distinguished Accredited Estate Planner award and designation for "...significant and outstanding lifetime achievements and contributions to the practice and profession of estate planning."

Questions?

If you have a problem contacting your local chapter, call 800-392-6900 (M-F, 9 a.m.- 4:30 p.m. ET ) or contact us via e-mail at Info@FinancialPro.org