| 60 MIN WEBINAR Edward Jones FA Acumen webinar: Drive productivity and efficiency

1 hour CE credit for CFP and IWI*

Join Capital Group’s Wassan Kasey and Edward Jones’ Brenda Haan to discover how to better allocate your most valuable resource — time.

 

Earn CE credit* and gain:

  • Clarity of each client's true value
  • Insights to better allocate your time
  • Strategies for more efficient, impactful conversations including our four-step framework

Event date: October 28, 2025

Wassan Kasey is an advisor practice management consultant at Capital Group. She has 21 years of investment industry experience and has been with Capital Group for seven years. She holds a bachelor's degree in business administration from the University of Southern California. 

Dr. Brenda Haan began her career at Edward Jones in 2012 as a Financial Advisor in Idaho Falls, Idaho. After a decade serving her clients, she joined the home office Discovery Team to help create Discovery acumen training for Edward Jones. She enjoyed partnering with Mitch Anthony to help produce his videos and webinars.

 

Today, Brenda is a Senior Wealth Management Internal Wholesaler on the Financial Planning team. As a subject matter expert in Discovery and Financial Planning, Brenda enjoys using her communication skills to help advisors effectively use MoneyGuide to provide Goals-based Advice and Financial Planning.

 

Brenda has earned her Doctor of Education (EdD) with an emphasis in Organizational Change and Leadership from the University of Southern California (USC). She is a home-based associate and resides in Idaho with her husband, Joe Haan, a Financial Advisor at Edward Jones.

Supporting materials

CE credit quiz
Workbook: Deliver priceless value
Workbook: Drive productivity and efficiency
 
*CE credit is available only for U.S.-based CFP® and IWI webinar registrants. 
 
For financial professionals only. Not for use with the public.
 
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
 
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
 
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.