TITLE

CE Examination

PUB. DATE
November 2004
SOURCE
Journal of Financial Planning;Nov2004, Vol. 17 Issue 11, p82
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents an examination for financial planners.
ACCESSION #
15013704

 

Related Articles

  • CE Quiz October 2005.  // Financial Planning;Oct2005, Vol. 35 Issue 10, p153 

    Presents a quiz for financial planners based on the articles and topics discussed in the October 2005 issue of "Financial Planning."

  • WHEN AN EXAM DOESN'T PASS MUSTER. Rowe, Matthew // Money Management;4/2/2015, Vol. 29 Issue 5, p14 

    The article discusses the value of the Series 7 examination for financial planners in Australia. Brief overview of the components of the examination and the five important functions used to test candidates is provided. Emphasis on how the examination can provides aid to the issues that have...

  • Terry Hall: From Niche to New Career. Opiela, Nancy // Journal of Financial Planning;Nov2001, Vol. 14 Issue 11, p114 

    The article profiles Terry Hall, veterinarian and financial planner. After being a vet for 15 years, Hall attended Purdue University's Krannert Graduate School of Management. Hall's first step in the direction of financial planner was to take a position with the American Animal Hospital...

  • That's a lot of paper.  // Pensions & Investments;08/07/2000, Vol. 28 Issue 16, p8 

    Informs on the assembly of a global delegation of chartered financial analysts in Charlottesville, Virginia at the end of June 2000, to review CFA exams.

  • New Advisers Face New Test. Marer, Eva // Financial Planning;Jul99, Vol. 29 Issue 7, p26 

    Reports that effective January 1, 1999, investment advisers will have to pass an examination that covers areas such as economics, portfolio theory, asset allocation, investment strategies and ethics. Development of the examination; Organizations involved in the conceptualization of the examination.

  • THE IFP VIEW. Cann, Nick // Money Marketing;2/10/2005, p34 

    The author in this article states that a couple of things have happened over the last couple of weeks that have both interested and frustrated him at the same time. Widespread commentary about the new certificate in financial planning launched by the CII is widely seen. This is good news, in as...

  • Planning: it's all about the people.  // Money Management;12/15/2005, Vol. 19 Issue 47, p19 

    The article presents information about financial planner Jo Tuck. Jo Tuck, from an advice firm Menico Tuck, has been highly commended by the judges in the Financial Planner of the Year Awards for 2005. Tuck has shown a high commitment to her profession as she has been promoting the Financial...

  • NewOak Capital Grows Out Of Market Fissure. G. S. // High Yield Report;11/3/2008, Vol. 19 Issue 42, p5 

    The article reports on the capability of NewOak Capital in providing an advisory services to structured finance market in the U.S. It states that the firm can provide an integrated and granular approach when any dysfunction occurs within the structured finance market. Moreover, the firm also has...

  • The game changer. Tucker, Jye // Money Management;1/26/2012, Vol. 26 Issue 2, p17 

    The author discusses the significance of scaled device in helping financial planners show clients what kind of lifestyle they can expect in retirement in Australia. The author cites that scaled device and its accompanying technology have made super advice free and personal and allowed better...

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