Go West, Young Man

Tuttle, Marv
June 2004
Journal of Financial Planning;Jun2004, Vol. 17 Issue 6, p44
Academic Journal
The article discusses ways to overcome the challenges faced by the financial planning community. To meet challenges, financial planning, as a profession, must move to the next level of advocacy. There is a need to focus on gaining statutory recognition of financial planning as a profession. The public must have confidence that individuals who call themselves financial planners actually meet and regularly uphold similar professionals requirements as doctors, attorneys and accountants. If it is successful as a profession, financial planning must stand on its own two feet and be recognized and defined for its comprehensive nature and body of knowledge. The profession must communicate more creatively about the benefits and the value of financial planning. The Financial Planning Association needs to broaden its circle of influence beyond its relationships with practicing financial planners, media and regulators. It needs to seek out and leverage strategic partnerships to cast a wider net to include thought leaders and shapers in the corporate, nonprofit and academic worlds. The story of financial planning must be told through stories of those front-line professionals who know and see the unintended consequences of politics and law, as well as the impact of intended actions of terrorism, war and economic disarray on the lives of millions throughout the world.


Related Articles

  • Inside INSTITUTE.  // Journal of Financial Planning;Jun96, Vol. 9 Issue 3, p88 

    This article reports on developments related to the Institute of Certified Financial Planners. It lists some programs that the institute has planned to organize in the coming months. "Retreat `96: Raising the Standard" is scheduled to be held on July 10-14 at the Grand Traverse Resort in...

  • AIOFP aims to make its mark. Egan, Liam // Money Management;8/28/2008, Vol. 22 Issue 32, p1 

    The article reports on the launching of a premier adviser designation by the Association of Independently Owned Financial Planners (AIOFP) as an alternative to the Certified Financial Planner (CFP) designation of the Financial Planning Association. It reveals that the official announcement for...

  • Some of All Fears. Clark, Bob // Financial Planning;Oct2002, Vol. 32 Issue 10, p141 

    Discusses the issues and concerns about the commitment of the Financial Planning Association (FPA) to certified Financial planners and the financial planning profession. Proposed membership categories for FPA; Merger between Institute of Certified Financial Planners and the International...

  • NAIFA Member Benefits.  // Advisor Today;Sep2005, Vol. 100 Issue 9, p86 

    The article presents the benefits of members of the National Association of Insurance and Financial Advisors (NAIFA) in the United States. These include: sales ideas and resources; NAIFA advocacy; information, training and networking; and NAIFA's affinity programs.

  • 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...

  • Bracing for the storm: the FPA takes a firm stance. Tuohy, Larissa // Money Management;3/9/2006, Vol. 20 Issue 8, p14 

    The article reports on the release of Financial Planning Association's final version of its principles to manage conflicts of interest in Australia. It was released just over a year after the release of a draft code and two years since the concept was first introduced. The principles will be...

  • Platform play for boutique dealers. Egan, Liam // Money Management;5/19/2005, Vol. 19 Issue 17, p5 

    Reports that the Association of Independently Owned Financial Planners is set to approve a plan to negotiate preferential rebate deals with up to six platform providers. Personal Choice Masterplan of the association; Plans of the association to scrap the white label strategy in favor of an...

  • Limit intra-fund advice: ASFA. Taylor, Mike // Money Management;8/21/2008, Vol. 22 Issue 31, p5 

    The article reports on the suggestion of the Association of Superannuation Funds of Australia (ASFA) to the federal government to limit intra-fund advice in relation to superannuation account. ASFA expresses that it would not provide advice which involve other financial products to its members....

  • WELCOME TO ANI!  // hfm (Healthcare Financial Management);Jun2007, Vol. 61 Issue 6, Special section p2 

    The article presents the author's view on the role of health care finance professionals in the U.S. She states that such professions have a unique opportunity to make a difference in improving health care for patients and their families and make a positive impact on the organizations. She...


Read the Article


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

Try another library?
Sign out of this library

Other Topics