Financial Planning for Clients with Scarcity & Debt - NAPFA and CFP Credit

Paul Lim

This webinar is an Advisor’s Guide to providing value to Non-affluent Prospects and Clients. The majority of Financial Planning strategies are created and intended for those with an abundance of resources (often focused upon tax-reduction and legacy planning). But what is an altruistic advisor to do when faced with a client or prospect of more modest means (or even dire financial circumstances)? Client-facing advisors should strive to be a valuable resource to all people they encounter.

1 NAPFA CE in A - Financial Planning Process will be posted in your NAPFA CE record after successful completion of the associated quiz. In addition, NAPFA will upload your self-study credit to the CFP Board of Standards within 2 weeks.

This is a recorded webinar from February 2020. This program is offered through the NAPFA Consumer Education Foundation (NCEF).

After purchase, you may access your recorded self-study courses under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.