Expert-Led Round Table Discussion
Sometimes the best learning doesn't come from formal classes or textbooks, it comes from others who have walked that path before.
These monthly zoom meetings provide a collaborative learning experience designed to elevate the skills and knowledge of financial planning professionals. Round Tables offer a forum for financial planners to learn from experts as they dive into case studies, discuss possible solutions, provide communication techniques, and share best practices. Whether you're a seasoned planner or just starting your career, learning from the experience of others is a great way to continue your professional growth and development in the ever-evolving field of financial planning.
What to expect:
- Expert Guidance: Study groups are led by seasoned financial planners who also CFP® instructors.
- Case Studies: Real-world examples are the cornerstone of our discussions. Participants can either bring a case from their practice or listen in to hear cases brought by their peers from across the country.
- Interactive Discussions: The Round Table format encourages open and dynamic discussion among participants. Participants can: ask questions, share their experiences, and engage in meaningful dialogues that foster learning.