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Making Financial Planning More Efficient

Format: On-Demand Recording
Track: Practice Management
Premier CE: 1 credit for CIMA®, CPWA®, and RMA® certifications
CFP CE: No
Cost: $60, or complimentary with Signature or Elite benefits

Financial planning may be valuable for clients, but it's time-consuming to deliver as a financial advisor, which impacts everything from the price that advisors charge for a financial plan to the breadth of clients that can be served, and the staffing and technology infrastructure to deliver financial planning advice. In this session, we explore the latest Kitces Research study on "How Financial Advisors Really Do Financial Planning", to understand how long it really takes to create and deliver a financial plan, where time-savings opportunities are (or are not), the role of staff support in scaling financial advice, how technology impacts planning efficiencies, and much more. Read the full description below.

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Making Financial Planning More Efficient


Financial planning may be valuable for clients, but it's time-consuming to deliver as a financial advisor, which impacts everything from the price that advisors charge for a financial plan, to the breadth of clients that can be served, and the staffing and technology infrastructure to deliver financial planning advice. In this session, we explore the latest Kitces Research study on "How Financial Advisors Really Do Financial Planning", to understand how long it really takes to create and deliver a financial plan, where time-savings opportunities are (or are not), the role of staff support in scaling financial advice, how technology impacts planning efficiencies, and the interaction between planning expertise, experience, and niche specializations, in making the delivery of financial planning more efficient.

Note: This recording is alternatively available as part of the bundled package Wealth Advisor Forum On-Demand.


Featured Speaker


Michael Kitces

Michael Kitces
MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL
Partner and Director of Wealth Management for Pinnacle Advisory Group


Michael is publisher of the e-newsletter, The Kitces Report, and the financial planning industry blog, Nerd's Eye View. Michael's work has been featured in Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, the Wall Street Journal, Bloomberg Businessweek, and other media. He co-authored, The Annuity Advisor, with John Olsen and Tools & Techniques of Retirement Income Planning, with Steve Leimberg and others.

Michael received one of the Financial Planning Association’s Heart of Financial Planning Awards and has been honored similarly by other industry publications. He is a co-founder of NexGen, a community that aims to ensure the transfer of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession.

REGISTRATION & FEES (USD)
$60

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CONTINUING EDUCATION

Learners must watch the program in its entirety to earn continuing education (CE) credit. The following entities have accepted it for CE credit:

Investments & Wealth Institute® 

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications
  • Audit-proof, Premier CE
  • Automatically uploaded to your certification record(s) upon completion (may take up to 24 hours to be reflected)
EXPIRATION

One year from the date purchased

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the content. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

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