TITLE

CFP Masters Retreat A Return to Early Tradition

PUB. DATE
December 1998
SOURCE
Journal of Financial Planning;Dec1998, Vol. 11 Issue 6, p72
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article reports on the CFP Master Retreat Held by the Institute of Certified Financial Planners from October 15 to 18, 1998 in Tampa, Florida. The event revived the smaller size and more directed approach to retreats that were held in the institute's early years. Recognizing a need for a more intimate and advanced program, the institute revamped its continuing education program format in 1998, offering the CFP Annual Conference, open to all certified financial planner (CFP) licensees and candidates, and the CFP Masters Retreat, catering to CFP licensees with advanced experience. A complex case study was a highlight of the program, and keynote speakers were futurist John L. Petersen and psychologist James W. Gottfurcht, and were among those who challenged participants' thinking.
ACCESSION #
18586214

 

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