Description
This live webinar is designed to provide CERTIFIED FINANCIAL PLANNER™ professionals with valuable insights into navigating the human aspects of mergers and acquisitions (M&A) in the wealth management industry. The session addresses key topics from the CFP Board's Principal Knowledge Topics, including the Psychology of Financial Planning and Professional Conduct and Regulation1.
Led by industry experts Amy DeTolla and Emily Blue, this interactive webinar combines professional instruction with practical strategies to enhance your competency in managing change and uncertainty in your career. Attendees will gain actionable insights to immediately apply in their practice, particularly during times of industry consolidation and firm transitions.
Learning Objectives
Understand the emotional and psychological impact of M&A on financial professionals and clients
Develop strategies to navigate career uncertainty and maintain control of your professional future
Learn techniques to protect and strengthen client relationships during firm transitions
Acquire skills to adapt to and influence new firm cultures post-M&A
Enhance resilience and leadership capabilities in times of industry change