Prince William Sound

Continuing Education Requirements of a CFP™


Nancy Blunck, MS, CFP®

The Board of Standards for Certified Financial Planners® requires 30hours of continuing education (CE) every two years, including the requirement for an Ethics course. Since first being licensed in 1985, Nancy Blunck has voluntarily exceeded this requirement.

 2013 Continuing Education:

  • Ethics in Action – CFP Code of Ethics; Rules of Conduct; Practice Standards; Disciplinary Rules & Procedures
  • Is the World a Safer Place? The Challenges Ahead
    Speaker: Madeleine Albright, former U.S. Secretary of State
  • The Evolution of Asian Financial Markets: An Insider’s Look
  • ESG Factors in Policy Design and Execution: Can They Have a Material Impact? E=Environmental; S=Social; G=Governance
  • Deciding when to Retain/Transfer Investment Discretion
  • Inside Emerging Market Growth: What’s Sustainable?
  • Emerging Markets Private Capital: Separating Winners from Losers
  • Reassessing the Role and Allocations to Alternative Investment Strategies
  • Are Financial Markets Fair? The Future of our Financial Exchanges
  • What’s next for the World’s Central Bankers? Ken Rogoff, Harvard; Adam Posen, former UK Central Banker, now with Peterson Institute
  • What a Difference A Year Makes (or not): The Risk of Indecision
  • Where Does the Endowment Model Go from Here? Perspectives from the University of Chicago Chief Investment Officer
  • U.S. 2020: What Does the Future Hold?
  • Managing Higher Education in 2020
  • Standing Still or Standing Up? Laying the Groundwork for the U.S. & Global Recovery. Austan Goolsbee, former Chairman of Council of Economic Advisers
  • Great Expectations vs. a New Normal: The Challenge of Meeting Return Objectives. Ron Insana, CNBC, Moderator
  • Hedge Fund Strategies: Insight, Outlook and Allocations: Part I: Hedge Fund Strategy Outlook
  • Hedge Fund Strategies: Insight, Outlook and Allocations: Part II: Has the Role of Hedge Funds Changed?
  • The Evolving Endowment Model and its Implementation: Part I: Policy Design, Portfolio Modeling and Forecasting
  • The Evolving Endowment Model and its Implementation: Part II: Portfolio Implementation: Finding Opportunities and Managing Risk
  • China’s Next Decade: And What it Means to the World. Jon Huntsman, Jr., former US Ambassador to China
  • Audit and Risk Management: What Should Boards Look At? Governance
  • Beyond IRS Form 990: Congress, the IRS and the Tax-Exempt Sector. Gwen Ifill, Moderator
  • Tax Policy for the Next 4 Years: Where do We Go from Here? (AICPA)
  • Larry Sabato’s Crystal Ball: Political Update (AICPA)
  • Investing in the Age of Debt: A Guide to Markets (AICPA)
  • Healthcare, Medicare & Retirement: The Perfect Storm (AICPA)
  • Designing Portfolios for Retirement (AICPA)
  • Interregnum’s End: The Beginning of the American Century (AICPA)
  • Attracting & Serving Gen X and Y Clients (AICPA)
  • Weaving the Behavioral Side of Retirement Planning with the Technical Aspects (AICPA)
  • Generating Income in Retirement – Avoiding the Trap Door (AICPA)
  • Best Planning Ideas Panel (AICPA)
  • Using Annuities in Retirement Planning (AICPA)
  • Understanding Dramatic Recent Changes in Long Term Care Planning and Long Term Care Insurance (AICPA)
  • Stop Acting Crazy! A Fresh Look at Behavioral Finance (AICPA)
  • Social Security: Strategies for Optimizing Your Clients’ Benefits and Other Social Security Issues (AICPA)
  • Healthcare Reform: How Will the Healthcare System Change for Your Clients (AICPA)
  • Communicating with Boomers (AICPA)
  • Cutting Edge Strategies: Safe Withdrawal Rates (AICPA)

2012 Continuing Education:

  • Expanding the Framework of Safe Withdrawal Rates in Retirement
  • Systematizing Withdrawals: Strategy & Implementation
  • Customized Beta: The Marriage of Indexing and Active Management
  • Tax Stuff Planners Need to Know
  • Are Emerging Markets Ready to Lead the Global Economy
  • Shattering the Crystal Ball: Why Experts are Wrong
  • Savvy Social Security Planning for Women
  • Election 2012 – The Great Debate around the Economy and Job Creation
  • The Future Ain’t What it Used to Be: The Ultimate Guide to Retirement Planning for Baby Boomers. Harold Evensky
  • Standby Reverse Mortgages: A Risk Management Tool for Retirement Distributions

2011 Continuing Education:

  • Finance – Callan Investment Institute. Speaker: Honorable Henry M. Paulson, Jr. former Secretary of the Treasury.
  • Implementing Real Asset Portfolios – Callan Investment Institute. Speakers: Kelly S. Cliff, CFA, Sally Haskins and William C. Howard, CFA.
  • Post-Crash, Post-Modern Equity Portfolio

    Structures – Callan Investment Institute.

  • Real Return Mandate. Speakers: Mohamed El-Erian, Co-Chief Investment Officer, PIMCO and Candice Stack, Alka Signal, PIMCO.
  • China – Callan Investment Institute. Speaker: Joshua Cooper Ramo, Managing Director at Kissinger Associates and author of The Beijing Consensus.
  • Behavioral Finance – Callan Investment Institute. Speaker: Dan Ariely, Behavioral Economist and author of Predictably Irrational.
  • Hooks on the Wall – Presented by Nancy Blunck, MS, CFP
  • The Changing Medicare Landscape – FPA. Speaker: Frank M. Winter, Centers for Medicare and Medicaid Services
  • 2011 Capital Markets Panel – Callan Investment Institute. Speakers: Alan Brown CIO, Schroeder Investment Management; Michael Hasenstab, Ph.D., Co-Director, International Bond Department, Franklin Templeton Institutional; George Roberts, Co-Founder, Co-Chairman and Co-CEO, Kohlberg Kravis Roberts & Co.
  • FX: Your Largest Unmanaged Exposure – aiCIO. Speakers: Ian Toner, Director of Research & Communications, Russell Investments; Cynthia Steer, Managing Director, Americas Institutional, Russell Investments
  • World Issues- Callan Investment Institute. Speakers: Fareed Zakaria, Editor at Large, Time Magazine and host “Fareed Zakaria GPS’.
  • Harold Evensky on What’s New in Wealth Management


2010 Continuing Education:

  • Leading the Profession: A New Code of Ethics for CFP® Professionals
  • Risk Management: Have Lessons Been Learned
  • Navigating Amendments to the Custody Rule
  • Investment Opportunities and Risks in the Current Environment
  • Advisor’s Perspectives on Cost Basis Legislation
  • David and Goliath: Large Funds vs. Emerging Funds
  • Emerging Markets: Equity and Fixed Income Investing sponsored by Lazard Asset Management
  • Asset Allocation in the New Normal Economy: Where do Hedge Funds Fit?
  • Market Neutral Investing by Highbridge Investment
  • Demystifying Hedge Funds: An Analysis of Trades and Alpha
  • Distinguishing Skill from Luck by Jennison Associates
  • Dynamic vs. Strategic Asset Allocation by Goldman Sachs Asset Management
  • Cloud Computing
  • Exchange Traded Funds by State Street Global Advisors
  • Global Investing
  • Guide to the Markets sponsored by JP Morgan
  • Economic Overview by Lord Abbett & Co.
  • Systematic Macro Investing
  • Financial/economic shockwave simulation
  • The Bagehot Lecture:
  • Sovereign Risk and the Banks: The Lay of the Land
  • China: The decade of the dragon? The future of China and its role in the global financial system.
  • Global Economic Outlook: Perils, Promise, and Prospect. Update on the global financial recovery and the outlook for the economy.
  • Re-making Global Finance: The Rules of the Game
  •  Investing in Emerging Markets
  • Managing Systemic Risk: Too Big to Fail Again?
  • Global Currency: Crisis of Confidence
  • Town Hall: Reinventing Global Finance

2009 Continuing Education:

  • Financial Planning in Difficult Markets – Bob Veres, sponsored by SEI
  • Has Your Policy Portfolio Failed?’ Revisiting the Policy Portfolio
  • Latest Indicators and Thinking on Economy, Michael Cembalest, CIO, JPMorgan Global Wealth Management
  • Active Currency: A Source of Alpha, sponsored by State Street Associates
  • Global Economics, Ed Hyman, International Strategy & Investment
  • Buy, Write & Beyond : The Opportunity, sponsored by Eaton Vance
  • Fixed Income Absolute Return Strategies, sponsored by MAP Alternative Asset Management
  • Inflation Protection, sponsored by Mariner
  • Commodities, sponsored by Gresham
  • Portfolio Risk Management, sponsored by State Street Global Advisors
  • Real Life Real Estate, sponsored by JPMorgan Chase
  • The Federal Reserve Bank’s Response to the Financial Crisis: An Operational View, Todd Kiester, US Treasury Economist
  • Global Themes, sponsored by Lazard
  • Tour of the Gold Vault, 7000 tons of gold, Federal Reserve Bank of New York, NYC
  • David Walker, President & CEO of Peter G. Peterson Foundation, and former US Comptroller Genera
  • Global Demographics and the Impact on Investment Opportunities, Richard Hokenson
  • 2009 Capital Markets Panel: Mohamed El-Erian, Milton Ezrati, & Jerome Booth
  • Ted Koppel, Managing Editor of Discovery Channel and Former Anchor Nightline
  • Active Management  through Market Downturn – The Impact of Deleveraging and the Credit Crisis
  • Extreme Markets - Lessons Learned
  • Richard Muller, author of Physics For Future Presidents, Professor of Physics, MacArthur Foundation  ‘genius’ prize

2008 Continuing Education:

  • Macro View of Private Equity Markets
  • The New Fiduciary Standard
  • Geo-political Risks to the Global Economy
  • Asset Allocation Philosophers
  • Relaxing the Long-Only Constraints
  • Retirement in Portfolios with ‘Guaranteed Minimum Withdrawal Benefits’ for life
  • Quantitative Investing
  • How to Choose a Target-Maturity Product
  • Private Equity and Strategic Asset Allocation
  • Recent Development in Stock and Mutual Fund Markets
  • Asia Venture Capital
  • An Alternative Future?
  • Dynamic Asset Allocation Strategies: Adding Value
  • Public Funds Roundtable – New Orleans
  • Ibbotson’s Economic Outlook
  • Rethinking Asset Allocation: Revolution or   Evolution
  • What Matters Most in Second Half of Life: Rethinking Retirement, Ken Dychtwald, President, Age Wave
  • Will Public Funds Emulate Corporate Funds in Plan Design & Portfolio Construction or is there an Emerging Disconnect?
  • Powering Africa’s Growth: Expanding Private Investments Sponsor US Treasury in Washington DC, with the African Development Bank, Oct. 13, 2009:
  • Investment Workshop: The Updated Approach to Social Responsibility
  • Laying the Foundations for Private Investments in Infrastructure Power
  • Asset Allocation
  • Case Study Presentation: Lessons from Previous Experience with Private Financing of Power Infrastructure
  • Global Retirement Crisis: Do Governments Have the Courage?
  • Developing Bankable Power Projects
  • International Investing: How to Approach Different Markets & Current Opportunities
  • Working Towards Solutions for Africa’s Power Needs
  • Plan B: What Happens as the Game Changes?
  • Alternative Investment Forum, including Hedge Funds, Infrastructure
  • Enhanced Indexing
  • Hedge Fund Protection for 2008, Harvey Shapiro, Euromoey Institutional Investor
  • SWAPS
  • New Hedge Guidelines: Due Diligence, Risk Management & Reporting
  • Global Investment Themes
  • Case Studies in Alternative Investments
  • Hedge Fund Investing – Delegate or Do it Direct?
  • Lessons Learned? None as Usual, James Grant, Grant’s Interest Rate Observer
  • 2008 Capital Market Panel: Anthony Faillace, Marilyn Fedak, Mario Giannini
  • Moving Into Alternatives: Plan Governance & Staffing
  • Globalization, Demographics and Technology, Robert Reich, Economist, Professor, and Former Secretary of Labor
  • Portfolio Construction for Alternative Investments
  • Capital Markets: Private Equity and Commercial Real Estate
  • Workshop on Infrastructure Investing
  • The Credit Crisis and Deleveraging
  • Investing in Under or Out Performing Mutual Funds
  • The Developing Markets
  • Emerging Legal Issues
  • No Different This Time – Twelve Lessons of ’07, Howard Marks, Chair, Oaktree Capital
  • Liability Driven Investing (LDI)
  • Emerging and Frontier Markets
 
  • Asia Infrastructure
 
  • Impact of Technology and the Internet

2007 Continuing Education:

  • Ethics – A Practical Framework of Universal Principles
  • Financial Desirability of Long-Term Care Insurance versus Self-Insurance
  • Determining the Optimal Distribution Glide Path
  • Portfolio Rebalancing
  • Securing Your Office
  • Technology Roundtable
  • New Paradigm in Rebalancing: Look Frequently, Trade Less
  • Specialized Knowledge and Applications in Portfolio Management Software, Advent
  • The Future of America – Dialogue between Bill Bradley & Newt Gingrich
  • Optimal Withdrawal Strategies for Retirees with Multiple Savings Accounts
  • Avoiding Compliance Nightmares in an Ever-Changing Regulatory Environment
  • Financial Life Planning – sponsored by Vanguard
  • National Savings Rate Guidelines for Individuals
  •  Tales of the Tax Return
  • A Wealth of Stories: Financial Planning as a Process
  • My Approach to Creating and Presenting a Financial Plan