IDFA Online Learning
2023 IDFA National Conference Day Pass - September 20
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Register
- Non-member - $395
- Member - $295
This package grants access to the September 20 sessions for the 2023 IDFA National Conference.
- CFP Board Code of Ethics and Standards of Conduct
- Flip the Switch - Go from Difficult Clients to Clients with Difficulties
Please note that the conference is live and in-person in Dallas, TX. All schedules shown in the conference agenda are in central standard, and you may access the agenda document via the "handouts" tab of your conference package registration.
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Includes Credits Includes a Live Web Event on 09/20/2023 at 9:00 AM (EDT)
The goal of this program is to position the application of the CFP Board's Code of Ethics and Standards of Conduct as the foundation for ethical financial planning.
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Includes Credits Includes a Live Web Event on 09/20/2023 at 11:15 AM (EDT)
This session offers a new view and a new approach to guiding clients through their four stages of divorce transitions. How to help them pause, get a broad balcony view of their circumstances and choices, and find their more graceful and clear-thinking selves.
