November 2000
Journal of Financial Planning;Nov2000, Vol. 13 Issue 11, p18
Academic Journal
The article reports on developments related to financial services industry in the U.S. The Financial Planning Association (FPA) held its first annual convention "Success Forum 2000" on September 9-12, 2000 in Boston, Massachusetts. Robert Barry has been named as the 2001 president-elect of the FPA and will serve as president in 2002. The FPA has worked with Intuit Inc., the developer of the popular Quicken software, to provide consumers with accurate information on financial planning.


Related Articles

  • Taking a professional approach.  // Money Management;1/19/2006, Vol. 20 Issue 1, p20 

    The article focuses on the importance of getting financial services reform for the Financial Planning Association (FPA) in Australia in 2006. According to Corinna Dieters, chairman of FPA, the move for financial planning to achieve recognition as a profession will continue. She praises the work...

  • Bob Barry: FPA's Incoming President. Opiela, Nancy // Journal of Financial Planning;Dec2001, Vol. 14 Issue 12, p90 

    Profiles Financial Planning Association (FPA) President Robert Barry. His career in financial planning; His goals for the FPA in 2002; Percentage of FPA members who participate at the chapter and national levels; Years spent in the field of financial planning.

  • FPA ready for hurdles ahead. Dieters, Corinna // Money Management;1/26/2006, Vol. 20 Issue 2, p12 

    The article comments on the status of the Australian Financial Planning Association, following a significant financial loss and organizational restructuring. The author asserts that the organization has coped with various problems and is currently moving forward. She commends Kerrie Kelly and...

  • CFP status separated from FPA principals.  // Money Management;5/25/2006, Vol. 20 Issue 18, p4 

    The article reports on the plan of the Financial Planning Association (FPA) to scrap the requirement for Certified Financial Planners (CFP) to be employed by an Australian Financial Services licensee that is a principal member of the FPA in Australia. The FPA board is aiming to enforce the...

  • Brand power: campaigns that work. Swinburn, Amanda // Money Management;11/3/2005, Vol. 19 Issue 41, p42 

    Reports on the increasing number of financial service groups launching new and innovative campaigns to improve their brand recognition in Australia. Introduction of the Financial Planning Association's Value of Advice campaign which is aimed at promoting the advantages of getting professional...

  • On borrowed time. Taylor, Mike // Money Management;6/25/2009, Vol. 23 Issue 22, p13 

    The article reports on the defunctness of commissions in the financial services industry of Australia. It notes the detachment of product sales from the advice issuance by both the Financial Planning Association (FPA) and the Investment Financial Services Association (IFSA). It also mentions the...

  • Forward Addresses. Koreto, Richard J. // Financial Planning;Jan2002, Vol. 32 Issue 1, p104 

    Presents the insights of financial organization leaders on the state of financial planning services in the U.S. for 2002. Robert Barry, president of the Financial Planning Association; Elaine Bedel, chair of the Certified Financial Planner Board of Standards; Steve Kanaly, chair of the National...

  • Why the big rush on TASA? Taylor, Mike // Money Management;5/30/2013, Vol. 27 Issue 20, p2 

    The author reflects on the Australian Parliament's effort to pass the Tax Agents Services Act (TASA), which the Financial Planning Association (FPA) argued to be delayed due to its complex impact on financial planners and the industry.

  • FPA smooths path to CFP program. Beaman, Lucinda // Money Management;11/20/2008, Vol. 23 Issue 44, p1 

    The article reports on the changes made by the Financial Planning Association (FPA) to its Certified Financial Planner (CFP) program for 2009 in Australia. CFP's revisions will eliminate the requirement of acquiring degree by financial planners to join the program. It states that financial...


Read the Article


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

Try another library?
Sign out of this library

Other Topics