TITLE

FPA 2001 Calendar of Events

PUB. DATE
December 2000
SOURCE
Journal of Financial Planning;Dec2000 SourceBook 2001, Vol. 13 Issue 12, p86
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
16927841

 

Related Articles

  • ON THE ROAD.  // Financial Planning;Nov2004, Vol. 34 Issue 11, p28 

    Provides information on the American Institute of Certified Public Accountants Personal Financial Planning Technical Conference which will be held in Puerto Rico on January 10-12, 2005. Conference rate; Speakers for the event; Topics which will be discussed in the conference.

  • What has been the value of your FICP membership?  // Corporate Meetings & Incentives;Nov2010, Vol. 29 Issue 10, p28 

    An interview with Carlin Putman, a Financial & Insurance Conference Planners (FICP) member, is presented. Putnam notes that he joined FICP and began her career in meeting planning in 2000. She enjoys partnering with FICP and attending the yearly Southeast Region meeting. She adds that planners...

  • Forum Finds Advisers Calm. Picard, Diane E. // Financial Planning;Nov98, Vol. 28 Issue 11, p35 

    Presents information on the 1998 International Association of Financial Planning Success Forum in Salt Lake City, Utah. Opportunity offered by educational sessions on planners; Most popular speaker during the forum; Topics discussed in the forum.

  • NexGen Gathering Is a One-of-a-Kind Experience. Lawson, Derek R. // Journal of Financial Planning;Aug2014, Vol. 27 Issue 8, p8 

    A letter is presented from a reader describing his experiences at the Financial Planning Association's NextGen Gathering, which took place on June 20-22, 2014.

  • RFP Calendar.  // Bond Buyer;1/14/2009, Vol. 367 Issue 33041, p11 

    A calendar of events for registered financial planners in the U.S. from January to February 2009 is presented, including the Delaware River Joint Toll Bridge, the Southern California Public, and the Greater Orlando Aviation Authority in Florida.

  • FICP REGIONAL MEETINGS KEEP ON GROWING.  // Corporate Meetings & Incentives;Nov2010, Vol. 29 Issue 10, p29 

    Information about the Financial & Insurance Conference Planners (FICP) Midwest Region Meeting in Chicago, Illinois on September 22-23, 2010 and the FICP Canadian Region Meeting in Quebec on August 19-21.

  • Tap Into the NexGen Community for Advice and Support. Brown, Caleb // Journal of Financial Planning;Jan/Feb2012 Practice Solutions, p30 

    The article presents the author's insights on the 2012 conference of Financial Planning Association (FPA) next generation (NexGen) in San Antonio, Texas which will involve two live events to help connect, reconnect, and recharge.

  • What's on.  // Money Management;10/7/2010, Vol. 24 Issue 37, p17 

    A calendar of events in Australia in 2010 is presented including the Association of Financial Advisers Ltd. (AFA) National Conference 2010 from October 24-26, the Money Management Dealer Group Open Golf Day on November 17, and the Financial Planning Association Ltd. (FPA) 2010 National...

  • CALENDAR.  // Financial Planning;Mar2014, Vol. 44 Issue 3, p24 

    A calendar of events and conferences for financial planners scheduled in the U.S. for May and June 2014 is presented including the Investment Management Consultants Association (IMCA) Annual Conference in Boston, Massachusetts, the National Association of Personal Finance Advisors (NAPFA) Spring...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sign out of this library

Other Topics