Financial literacy alone isn’t enough. Advisors who master transition literacy, understanding stress, emotions, and client alignment can improve retention, build stronger trust, and help clients transform disruptive life events into opportunities for growth.
Join FPA Chief Executive Officer, Dennis J. Moore, MBA, CFP®, for an update and to hear about the latest ways FPA is supporting members and advancing the profession.
Earn 1 CFP® CE, Lunch and Networking included! |
