CE Examination

September 2001
Journal of Financial Planning;Sep2001, Vol. 14 Issue 9, p155
Academic Journal
This section presents the continuing education examination on financial planning.


Related Articles

  • CPD Quiz.  // Money Management;2/2/2012, Vol. 26 Issue 3, p22 

    A Financial Planning Association pre-accredited continuing professional development (CPD) quiz for financial planners regarding non-concessional contribution cap and retirement saving is presented.

  • Encouraging Excellence. Disanto Jones, Lucretia // Advisor Today;Nov2004, Vol. 99 Issue 11, p40 

    The article reports on continuing education for financial planners by the Puerto Rico AIFA (PRAIFA). PRAIFA arranged The American College's Horizons program for LUTCF designees and other members. The course advisors to complete the College's self-study Certified Financial Planner certification...

  • Changes Coming for CE Credit. Wenger, Scott // Financial Planning;Nov2012, Vol. 42 Issue 11, p28 

    The article reports on the changes made to the continuing education requirements for financial planners approved by the leadership of the Certified Financial Planner Board of Standards.

  • Conditions right for planners to sell. SPITS, JASON // Money Management;9/25/2014, Vol. 28 Issue 30, p6 

    The article focuses on John Birt, principal at financial planning broker firm Radar Results, who talks about the spotlight given on financial planners by recent media coverage and parliamentary inquiries in Australia as of September 2014 and the calls for higher education standards for planners.

  • The education evolution. Awad, Amal // Money Management;7/23/2009, Vol. 23 Issue 26, p14 

    The article reports on the development of financial services education. It notes deputy chief executive and head of professionalism Deen Sanders of Financial Planning Association stating that the association is interested with the evolution of education as it is importantly needed by financial...

  • It's time to address practical education. di Cristoforo, Rick // Money Management;7/23/2009, Vol. 23 Issue 26, p16 

    The article offers the author's belief on the need to put the regime of financial planning education in Australia into perspective for the pursuant of new objectives. It indicates the quote by Mark Twain about practical education of which the author relates to the importance of professional...

  • 'Run-in to spark fire sale for commission chasers'. Shaw, Sam // Money Marketing;11/1/2007, p11 

    The article reports on the warning given by Robert Reid, managing director of Syndaxi Financial Planning company, regarding a fire sale of high-commission financial products in Great Britain. At the retail distribution review (RDR) round table, Reid considers that independent financial advisers...

  • PRESIDENT'S MESSAGE. Salmen, Richard // Journal of Financial Planning;Nov/Dec2009 Practice Management Sol, p4 

    The article recounts the development at the Financial Planning Association (FPA) for the whole year of 2008 to look forward for FPA's future. It notes the milestones accomplished within the FPA in 2008 including the launched diversity scholarship program for financial planning profession, and...

  • SELLING CONFIDENCE IN ADVISERS. Constantinidis, Amelia // Money Management;9/25/2014, Vol. 28 Issue 30, p22 

    The author talks about the drive to improve and lift standards of professionalism in the Australian financial planning industry as of September 2014. Topics include the need to increase confidence in the industry to grow the financial planning profession, the value of a focus on higher learning...


Read the Article


Sign out of this library

Other Topics