Time for a CE Change

Peck, Maureen
May 2004
Journal of Financial Planning;May2004, Vol. 17 Issue 5, p10
Academic Journal
The article focuses on continuing education (CE) exams on financial planning. In 2002, an online option for taking the exams was introduced and offered at a lower cost than for the print version. The commitment of the Journal of Financial Planning is to expand the body of knowledge through its content. CE exams have been introduced in 1988. Their purpose is not only to help financial planning professionals meet CE requirements but also to reinforce the absorption of the technical articles published in the Journal of Financial Planning. Further, the journal expects financial planning professionals to apply such knowledge to their business and career. The 2004 annual convention of the Financial Planning Association (FPA) in Denver, Colorado, appeals to a broader audience than the more advanced programs of Retreat, attracting financial planners at all levels of experience. And the Residency Program has become a must-attend event for new planners. There have been other changes to the CE options of the FPA. The Virtual Learning Center is the epitome of convenience and variety and a success. Every single Wednesday, there is an online seminar. The hour-long program is followed by time for discussion. Topics cover the spectrum of practice management, current events and issues and technical knowledge.


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