Advanced Markets 2026 On Demand: Everything Is Math Letting the Numbers Tell the Story

In order to receive the CFP Board granted CE for a specific session, participants must verify attendance at the beginning of the session and submit the CE Knowledge Check form within 30 minutes of session completion.  

Both attendance verification and knowledge check submission will require the use of QR codes. If you anticipate you will require assistance in order to successfully meet the reporting requirements, you must see the Finseca staff member assigned to your breakout room BEFORE the start of the session.  

Upon successful completion, the Finseca team will provide you with a certificate of completion within 7 business days of the end of the conference.  

By the end of this session learners will be able to:

• Participants will be able to analyze the financial impact of life insurance and long-term care scenarios using quantitative comparisons. 

• Participants will be able to evaluate the role of insurance in addressing income replacement, longevity, and healthcare-related risks. 

• Participants will be able to apply simple financial calculations to illustrate trade-offs between insured and uninsured outcomes. 

• Participants will be able to communicate insurance concepts using objective, data-driven explanations that support client understanding.