A View from the Top

December 2000
Journal of Financial Planning;Dec2000 SourceBook 2001, Vol. 13 Issue 12, p42
Academic Journal
This article presents an interview with Financial Planning Association (FPA) leaders Roy T. Diliberto and Guy M. Cumbie concerning the organization. Regarding the association's major accomplishments, one of the first things that comes to mind is the mergers of chapters and societies. That happened more quickly due to a lot of dedication and hard work by members. Another area where the group made good progress is in its relationships with other organizations, in particular, the Certified Financial Planner Board of Standards (CFP Board). The CFP Board is a key player in building the financial planning profession. The groups held two joint board meetings and are discussing a number of joint initiatives. Another important focus for FPA is in the area of career development. It hired a director of career development, which is something neither of predecessor organizations ever had, and set up two task forces to explore ways for FPA to contribute to career development. Representatives on the task forces include students, educators, corporations, chapter leaders and the CFP Board. However, it was hoped that the culture of FPA would come together faster than it has, but perhaps expectations were unrealistic.


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