A Moving Experience in Financial Planning

Cordell, David M.
September 2003
Journal of Financial Planning;Sep2003, Vol. 16 Issue 9, p30
Academic Journal
This article presents the author's experience in financial planning. As I write this column, I am preparing to sell my home, sell an automobile, leave my current job, move to another state, start another job, buy another house, and buy another car. Oh, and I will not be doing all of this alone. In fact, my wife and I jointly hold the home in our names, and the car is in her name. She is also switching jobs. And there are three offspring involved in all of this activity. We have a 14-year-old son and a 16-year-old son who will move with us. We also have a 21-year-old son, who is currently in the out phase of his in-and-out-of-college experience. It is not clear whether or not he will make the move from Pennsylvania to Texas, or whether he will enroll in college in either state. Now, for the second experience. One of my favorite not-for-profit activities is serving on the Board of Examiners of the Certified Financial Planner (CFP) Board of Standards. The Board of Examiners is responsible for creating the CFP certification exam and approving applications for education programs. A few times each year the Board of Examiners invites various subject matter experts to a two-day session to write multiple-choice questions, or items, for the certification exam.


Related Articles

  • Taking International CFP Certification to the Next Level. Tsu, Maureen M.; Diesslin, David // Journal of Financial Planning;Jan2005, Vol. 18 Issue 1, p17 

    This section presents the author's views on the certification of financial planners as of January 2005. there are now two organizations setting financial planning standards with the responsibilities divided geographically. Certified Financial Planner Board of Standards Inc. will benefit and...

  • SCHOOL'S IN SESSION FOR FINANCIAL ADVISERS. Santhebennur, Malavika // Money Management;4/2/2015, Vol. 29 Issue 5, p22 

    The article discusses the call of the Australian Securities and Investments Commission (ASIC) for financial advisers to secure certifications before providing personal or general advice in Australia. The effort of the federal government to require higher education standards for the financial...

  • Doing Good and Doing Well. Grant-Smith, Linda // Financial Planning;Oct2015, Vol. 45 Issue 10, pA13 

    The article explains the attributes that help women excel as Certified Financial Planners (CFP). It notes the essential qualities that CFP professionals must have to guide clients including integrity, compassion, and competency. It cites that the empathy and creativity innate in most women make...

  • The Global Finance Men: Who They Are, How They Work.  // Time;5/14/1965, Vol. 85 Issue 20, p111 

    The article offers information related to the role of the investment advisors to global economy. It states that investment advisors would meet at the conference tables to make decisions that could affect the fate of governments in casting their appraisals on the economy of different countries....

  • The Lap. Miller, Bill // Research;Jan2010, Vol. 33 Issue 1, p72 

    The article discusses how financial advisors in the U.S. finish the lap 2010 with eyes open to opportunity and mindful of road hazards. It recounts several situations reflecting on financial planning which include a car racing and the arrest of a father outside an elementary school. It also...

  • The Two Year Plan for Advisor Success. GOOD, BILL // Research;Dec2014, Vol. 37 Issue 12, p51 

    The article discusses the way to increase the amount of asset under management (AUM) within two years for attaining advisor success. Topics covered include a sample case of how an imaginary financial advisor called Justin Case can achieve financial advisor success by making achievable plans,...

  • 'Soft Dollars' and Other Brokerage Arrangements. Lins, Gerald T. // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p89 

    This article presents information on soft dollars and other brokerage arrangements. Over the past year or so, the issue of "soft dollars" has been the subject of increased media and regulatory attention. The term is not specifically defined in any rule or statute, and at times has been used...

  • Have We Lost Our Desire to Plan? Bradley, Susan K. // Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p40 

    This article provides a sense of how financial planners use scenario planning to help their clients make their dream come true. The planning profession has access to software that will allow some version of what is called scenario planning. They have the technology to do the exterior work. The...

  • The Evolution of Financial Life Planning: More than Art. Walker, Lewis J. // Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p46 

    This article focuses on the evolution of the financial life planning industry as of September 2002. Financial life planning may seem to be the new thing, but it is not. The concept is more evolutionary than it is revolutionary. Consider the 'age-based continuum' of financial planning. For a...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics