FPA 2001 Calendar of Events

December 2000
Journal of Financial Planning;Dec2000 SourceBook 2001, Vol. 13 Issue 12, p86
Academic Journal
This section presents several conferences organized by the Financial Planning Association in the U.S. for 2001. Broker/Dealer Conference is a national meeting conducted annually for executives and managers of independent, retail and insurance-affiliated broker/dealer firms and for representatives from companies who are members of the FPA Corporate Division. Retreat 2001 is a meeting for financial planners with eight or more years of experience. This meeting features an intimate setting for sharing and networking, one-on-one learning and expert-led educational programming. For CFP candidates who have completed the CFP comprehensive exam or new CFP certificants with three or fewer years of experience, the Residency Program offers a client-centered training experience using comprehensive and detailed case studies. Success Forum is the premier educational and networking event for the worldwide financial planning community. The conference includes more than 60 educational sessions in 8 tracks for all levels of experience, remarkable keynote speakers, and in-depth pre-convention workshops. Success Forum also offers many networking activities and special events where participants can meet other professionals and a resource development center with more than 250 resource providers showcasing the latest financial services and products.


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