Grow your business and engage your clients with Franklin Templeton’s value-add programs. Contact us to book a seminar or to learn how we can be your CE credit partner.
For Advisors: Professional Development & Practice Management
Ethics of Aging: Your Duty in Supporting Elderly Clients
Some of the challenges facing an aging society include long-term care costs, health concerns, legacy planning, and exploitation fears. Though tough to talk about, these are important conversations to have. Learn about the challenges your aging clients will face and how you can help them prepare for the unknown.
It’s Complicated: Millennials’ Relationship with Investing
Millennials stand to inherit more wealth that any generation in history. But most of them will fire their parents’ advisor. The longevity of your practice depends on building these relationships now. Learn how to prospect and serve your next generation of clients.
Rethink Referrals
Learn to grow your business by turning your best clients into your biggest advocates.
For Advisors or Investors (CO-OP): Investment Concepts & Financial Literacy
Aging With Dignity
Sister program to the advisor-facing Ethics of Aging, this client-friendly presentation uses the acronym SHARP to recommend ways to live your life to the fullest by being safe, healthy, alert, resilient, and prepared. Learn about some exciting breakthroughs and the lifestyle changes you and your loved ones can make to feel secure, empowered, and excited as you age. Note: this is not CE credit-eligible as it is not investment-focused.
The Future Is Now
Change is happening everywhere—in how we work, live, and communicate. Today’s advances are laying the groundwork for a brighter future and unlocking opportunities for investors. Learn about: the rapid pace of progress; how new markets can create abundant opportunities; and innovations in artificial intelligence, genomics and robotics that can improve our everyday lives. This presentation is available for advisors and client-use.
Six Barriers to Investment Success
We like to think we invest rationally but the field of behavioural economics has shown that there are social, emotional, and cognitive factors that can affect our financial decisions and stand in the way of investment success. This seminar introduces six innate behavioural biases that can cloud investors’ judgment.
Own Your Future (Women Mean Business)
Surveys show that women are less satisfied with financial services than any other industry. This seminar for women by women aims to reverse that trend by covering concepts that matter most to female investors.
Investing 101
Co-host a seminar that teaches investors the basics without being basic. This fast and funny presentation covers opportunity costs, goals-based investing, the power of compounding, and what we can all gain by not eating the marshmallow.