Continuing Education

June 2000
Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p125
Academic Journal
This article presents a continuing education (CE) examination for financial planners in the U.S. To receive the three hours of CE credit allotted for the examination, planners must receive a passing grade of 75. All questions asked in the exam comply with the CE requirements of the Certified Financial Planner Board of Standards Inc. and the Professional Achievement in Continuing Education.


Related Articles

  • Advisers are standard bearers. Watt, Gregor // Money Marketing;3/20/2014, p46 

    The article focuses on the increase in professional standards for financial advisers in Great Britain. Topics discussed include the impact of the Retail Distribution Review (RDR) on the industry, the basic requirements for advisers to remain in business and the chartered accreditation gained by...

  • Revised Ethical Standards Going Into Effect.  // Accounting Today;3/31/2008, Vol. 22 Issue 6, Special section p6 

    The article reports on the revised version of Standards of Professional conduct being adopted by the Certified Financial Planner (CFP) Board of Standards which sets forth the ethical standards for CFP professionals and it will be effective on July 1, 2008. It notes that these standards require a...

  • Continuing Education EXAMINATION.  // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p105 

    This section presents a continuing education examination for financial planners.

  • Sorting through Certifications. McCarthy, Ed // Financial Planning;Jun2005, Vol. 35 Issue 6, p103 

    Explains that most financial advisers receive little tangible, direct benefit from a continuing education certification program. Attitude of the financial services industry toward continuing education certification program; Attitude of clients toward advisers with several certifications;...

  • Daunted by Designations? Korn, Donald Jay // Financial Planning;Aug2006, Vol. 36 Issue 8, p53 

    The article focuses on the importance of continuing education for financial planners in the U.S. According to Financial Planning Consultants CEO Ed Morrow, there are 89 designations, certifications and degrees available for financial service professionals as of 2006. Designations include...

  • Are You Using Checklists? Morrow, Ed // Journal of Financial Planning;Oct95, Vol. 8 Issue 4, p151 

    This article focuses on important points that must be kept in mind by financial planners and advisers in their profession. Despite years of formal and professional education, conference attendance, and hundreds of client interviews, it is inevitable that they make some professional mistakes....

  • Planners unnerved by unlicenced 'life coaches' Egan, Liam // Money Management;12/2/2004, Vol. 18 Issue 45, p5 

    The article reports that Financial Planning Association (FPA) is investigating a number of complaints it has received from members relating to "life coaches" that are providing unlicenced financial advice to consumers. In a memo released to members last week, the FPA called on planners to report...

  • An approach to understanding the professionalism of financial planners. Bruce, Ken; Ahmed, Abdullahi; Huntly, Helen // Journal of Business Systems, Governance & Ethics;2011, Vol. 6 Issue 3, p1 

    The aim of this research is to investigate how key stakeholder groups involved with the certification of financial planners experience the phenomenon of the 'professionalism of financial planners'. The study is to be carried out to provide insight to the international financial planning...

  • ENTERING A PROFESSION IN FLUX. Spits, Jason // Money Management;9/25/2014, Vol. 28 Issue 30, p12 

    The article discusses the mindset and attitudes new entrants in the Australian financial planning industry should be bringing to a rapidly evolving profession. Topics include the struggle of the industry to institute new professional and education standards, the value of education at the...


Read the Article


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

Try another library?
Sign out of this library

Other Topics