TITLE

The Principled Foundation of Success

AUTHOR(S)
Peck, Maureen
PUB. DATE
June 2004
SOURCE
Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article reflects on the success of the Journal of Financial Planning based on its firm principles. The many individuals and organizations in the financial planning profession are following some of the same fundamental laws that result in ethical, beneficial service to the public. As an example, the Financial Planning Association has established, as guidelines for its members, a primary aim consisting of three statements. First, the financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. Second, the association benefits the public by helping to ensure that financial planning is delivered through competent, ethical financial planners. And third, the association is the community that fosters the value of financial planning and advances the financial planning profession. The Journal of Financial Planning started small but has always based its development on solid principles. The June 2004 issue offers a few moments into the journal's history with a special 25th anniversary section, going into some detail with an illustrated timeline; interviews with some of the journal's early drivers and shapers; a retrospective of its editorial backbone, contributed technical articles; and observations from someone who has been integral in guiding the journal on its path for more than 20 years--Marv Tuttle, now the association's executive director and CEO.
ACCESSION #
13472854

 

Related Articles

  • TEN YEARS AGO AT THE INSTITUTE.  // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p17 

    This article focuses on the publication premiered by Financial Planning Association in 1988, which replaced Institute Today. The cover article was an informal survey of planners about how they and their clients had weathered the "Black Monday" of October 19, 1987. The publication also discusses...

  • FPA helps broker/dealers to form group their own group. Klein, Melissa // Accounting Today;10/20/2003, Vol. 17 Issue 19, p18 

    Reports on the decision of the Financial Planning Association (FPA) to help broker and dealer members to form their own association. Reason for the decision of FPA to form a separate group; Information on the advocacy initiatives of FPA; Purpose of FPA.

  • In Support of CPA Financial Planners. Melancon, Barry C. // Accounting Today;10/25/2004 Supplement, Vol. 18, p19 

    Reports on the celebration of the American Institute of Certified Public Accountants (AICPA) of its 20th year of support to certified public accountants (CPA) financial planners in 2005. Achievements of the AICPA; Focus of the personal financial planning team of the AICPA; Assistance given by...

  • FPA takes hard line on conflicts. Fielding, Zoe // Money Management;3/9/2006, Vol. 20 Issue 8, p1 

    The article reports on the mandatory compliance of members of the Financial Planning Association on its principles on conflict of interest. The principles will be introduced in stages from July 1, 2006. The non-prescriptive principles would form part of the FPA compliance program and the...

  • Going into bat for planners. Keavney, Robert // Money Management;5/3/2007, Vol. 21 Issue 15, p24 

    The author reflects on the role of the Financial Planning Association (FPA) on the reputation and regulations of the advice profession in Australia. He observes that FPA's leadership has a much clearer vision about the possible regulatory future facing the advice profession than most of the...

  • The Journal's Journey. Lee, Shelley A. // Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p46 

    The article focuses progress of the Journal of Financial Planning. In 1979, a 64-page publication called the Journal of Institute of Certified Financial Planners (ICFP) made its debut that October. Its mission was pretty straightforward, that is to inform its readers of innovative and...

  • 'My Final Exam': Brave New World of the Future?  // Journal of Financial Planning;Dec2004, Vol. 17 Issue 12, p14 

    This section deals with the My Final Exam winning entry in the Journal of Financial Planning's Call for Papers. The National Association of Securities Dealers treated registered representatives like a cross between children and used-car salesmen, the average American financial planning consumer...

  • FPA Introduces Longevity Program for Members.  // Journal of Financial Planning;Sep2006 Supplement, p30 

    The article reports that the Financial Planning Association has launched a benefit for members entitled the "Longevity Awards Program," which aims to thank members for continued, lifelong membership. All long-term members will receive personalized certificates of membership, with milestone...

  • Money Management Strength in numbers. Taylor, Mike // Money Management;8/20/2009, Vol. 23 Issue 30, p14 

    The author discusses the agreement between the Financial Planning Association (FPA), Association of Financial Advisers (AFA) and Superannuation Professionals Association of Australia that signifies the cooperation among the financial planning industries. He considers the agreement as the...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics