Event Calendar
Help for this page My CE Transcript
Hosted by FPA of Greater New Orleans

2019 Education Day


Spend the day with us on August 30th for 2019 Education Day!

Whether you are an Education Day veteran or a new attendee, you'll benefit from the wide array of educational sessions at FPA of Greater New Orleans' 2019 Education Day. Enjoy an ideal mix of learning, engaging with peers, and networking at 2019 Education Day. Gain new insights and take back ideas you can put into practice right away.

Resource Partners - Our Resource Partners will be back with solutions to help you grow your practice. Spend time in our exhibit space and find possible solutions. Looking for informal guidance on challenges you're facing? Tap into the knowledge and expertise of our resource partners and senior-level peers.

This is a great forum to exchange ideas, and speak with colleagues that may offer a new and different perspective.

See the Agenda Below

Friday, August 30, 2019
-

Location

University of New Orleans
Homer L. Hitt Alumni & Visitors Center
200 Lakeshore Dr
New Orleans   LA   70148
(504)280-6000
 
Map for Location



Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


FPA Members - $59

Non-Members - $79

Agenda

 

Aug 30 2019 8:15AM


Registration and Networking Breakfast


Arrive early enough to pick-up your registration package, have a cup of java, a little something to eat and enjoy this opportunity to network with like-minded professionals. Remember to be prepared to show you photo ID when registering.


Aug 30 2019 9:00AM


Putting Value on Your Value: Quantifying Benefits of Portfolio Construction, Wealth Management, and Behavioral Coaching Services


Using Vanguard's Advisor's Alpha research, this presentation focuses on helping financial planners quantify the ways to add value for clients through relationship-oriented services that can go beyond market out performance. While this has proven elusive for most investors, the study demonstrates how relationship-oriented value can add about 3% in net returns, depending on a client's circumstances, while also improving client retention.

Learning Objective(s)
1) Review the more reliable benefits of your client relationships beyond outperformance, which has proved elusive for most investors. 2) Quantify the relationship-oriented wealth management services outlined in Vanguard's Advisor's Alpha concept. 3) Summarize the benefits to planners, including better alignment with client needs and improved client retention.

Accepted for 1 hour CE by CFP Board, The American College. 1 unit for RFC. May be eligible for self-reporting for CIMA.


Aug 30 2019 10:00AM


Morning Sponsor Showcase and Networking Break


Take the opportunity to network with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too. The next session begins promptly at 10:20 A.M.


Aug 30 2019 10:20AM


The Evolution of Advisor's Alpha: From Portfolios to People


In a world of new advice models, stand out by embracing the concept that relationship management is a crucial element of advice. The hardest thing to do - engage with clients - is the highest value and will result in long-lasting, profitable relationships. Strategically thinking through how you use your time and how your leverage technology can ensure every client feels cared for. Learn more about hte following: Economic views to help guide your views throughout the year; Understand that clients care about more than just performance; Learn about how increased attention yields real business results.

Learning Objective(s)
Economic Concepts, Apply the following economic concepts and measures in making financial planning recommendations Measure and communicate a client’s portfolio performance using different risk and return measures. Demonstrate how a planner can develop a relationship of honesty and trust in client interaction. Establishing and defining client planner relationship.

Accepted for 1 hour CE by CFP Board, The American College. 1 unit for RFC. May be eligible for self-reporting for CIMA.



Richard Herbert, CFA
Franklin Templeton

Aug 30 2019 11:20AM


Current State of Global Fixed Income Markets


With the Fed planning to unwind $4 trillion of fixed income investments and other global central banks not far behind, this timely discussion on global fixed income markets will explore current opportunities and risks through curve, currency, and credit. We will cover a number of topics including our macroeconomic outlook, global rates, shifting central bank policies, the divergence in emerging markets and the search for yield.

Attendees will gain a greater understanding of 1) pressure for rising US rates: Fed's Assets and Liabilities, Feds Divestment Program, Additional Supply needed to be absorbed by foreign and domestic buyers; 2) European vulnerabilities; 3) Attractive yeilds outside of the G4.

Application for continuing education has been filed with CFP Board. May be eligible for self-reporting for CIMA.


Aug 30 2019 12:10PM


Networking Luncheon


This will be an extended time for you to have lunch, network with our chapter partners, speakers, friends and colleagues.


Aug 30 2019 1:00PM


New Standards: Understanding CFP Board Code and Standards (Session 1)


Parts 1 and 2 focus on CFP Board Rules of Conduct and the Practice Standards with a emphasis on the changes that become effective October 1, 2019.

Accepted by CFP Board. Must attend Parts 1 and 2 to fulfill ethics requirement for CFP recertification. May be eligible for self-reporting for CIMA.


Aug 30 2019 1:50PM


Afternoon Sponsor Showcase and Networking Break


Take the opportunity to network with your colleagues and visit with our chapter resource partners. Check in with your office for messages, but take the time to connect with your peers, too. The next session begins promptly at 2:15 P.M.


Aug 30 2019 2:15PM


New Standards: Understanding CFP Board Code and Standards (Session 2)


Accepted by CFP Board. Must attend Parts 1 and 2 to fulfill ethics requirement for CFP recertification. May be eligible for self-reporting for CIMA.


Aug 30 2019 3:15PM


Education Day Concludes




Sessions

Continuing Education, per session, show accepted hours, or info about CE status. Hover over hours or info for details.


DateCourse Title/DescriptionStartCFP®
Aug 30, 2019 Registration and Networking Breakfast Registration 8:15 A
Putting Value on Your Value: Quantifying Benefits of Portfolio Construction, Wealth Management, and Behavioral Coaching Services Saul Mendoza, CIMA®, CRPC® 9:00 A 1.00
Morning Sponsor Showcase and Networking Break Networking Break 10:00 A
The Evolution of Advisor's Alpha: From Portfolios to People Saul Mendoza, CIMA®, CRPC® 10:20 A 1.00
Current State of Global Fixed Income Markets Richard Herbert, CFA 11:20 A info
Networking Luncheon Lunch 12:10 P
New Standards: Understanding CFP Board Code and Standards (Session 1) Codes and Standards 1:00 P
Afternoon Sponsor Showcase and Networking Break Networking Break 1:50 P
New Standards: Understanding CFP Board Code and Standards (Session 2) Codes and Standards 2:15 P
Education Day Concludes 3:15 P



Registration Fee
Member
$59.00
 
Non-Member
$79.00