TITLE

Dates to Remember

PUB. DATE
June 1999
SOURCE
Journal of Financial Planning;Jun99, Vol. 12 Issue 6, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents a schedule of congresses and conventions related to the financial planning profession in the U.S. The annual conference of the Certified Financial Planners (CFP) will be held in Dallas, Texas on July 7-11, 1999. The CFP Masters Retreat will also be held at the Lodge at Squaw Creek in Lake Tahoe, California on September 30 to October 3, 1999. The Institute of Certified Financial Planners will also hold its Society Leadership Conference in Denver, Colorado on November 12-14, 1999.
ACCESSION #
18751653

 

Related Articles

  • Dates to Remember.  // Journal of Financial Planning;Jun99, Vol. 12 Issue 6, p12 

    The article presents a schedule of congresses and conventions related to the financial planning profession in the U.S. The annual conference of the Certified Financial Planners (CFP) will be held in Dallas, Texas on July 7-11, 1999. The CFP Masters Retreat will also be held at the Lodge at Squaw...

  • ICFP Briefs.  // Journal of Financial Planning;Jun99, Vol. 12 Issue 6, p12 

    The article presents updates on issues and events related to the Institute of Certified Financial Planners (ICFP) and the financial planning profession in the U.S. Members of the ICFP approved a proposal to create a new national financial planning association that will consolidate the resources...

  • Dropping neutral stance, IAFP endorses CFP mark. Braham, Lewis // Financial Planning;Nov97, Vol. 27 Issue 11, p18 

    Reports on the International Association for Financial Planning's (IAFP) endorsement of the Certified Financial Planner designation. Planning associations' debate over designations; Public's greater satisfaction with CFP designees than planners without the mark; Institute of Certified Financial...

  • Recognizing Limitations. Goss, Robert P. // Journal of Financial Planning;Jul89, Vol. 2 Issue 3, p112 

    The article discusses various limitations in the financial planning practice in the U.S. A client hires a licensed attorney to bring objectivity and competence to his legal issue or question. It is the relatively successful people who are most likely to consult a financial planer. They know...

  • IAFP and ICFP Boards approve merger.  // Practical Accountant;May99, Vol. 32 Issue 5, p20 

    Focuses on the merger of United States-based organizations, Institute of Certified Financial Planners and the International Association for Financial Planning. Goal of encouraging the attainment of the Certified Financial Planner designation by those who hold themselves out to be financial...

  • CFP Masters Retreat A Return to Early Tradition.  // Journal of Financial Planning;Dec1998, Vol. 11 Issue 6, p72 

    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...

  • A Tribute to Dave and Pete. Walker, Lewis J. // Journal of Financial Planning;Oct93, Vol. 6 Issue 4, p153 

    The article presents information on the art of studying the future trends. The article pays tribute to two friends Dave King and Peter Hoffman, early pioneers in the field of financial planning. He caught the vision that led to the creation of a professional certification, the Certified...

  • ICFP INSIDE WASHINGTON.  // Journal of Financial Planning;Jun99, Vol. 12 Issue 6, p14 

    Focuses on various issues of interest to members of the Institute of Certified Financial Planners. Approval of a financial modernization legislation in the United States (US); Introduction of a digital signature legislation; Possibility of a minimum wage increase.

  • Is your financial planner doing the best possible job for you?  // Hudson Valley Business Journal;11/15/93 - 11/21/93, Vol. 5 Issue 41, p16 

    Presents questions from the Institute of Certified Financial Planners regarding financial planners' competence.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sign out of this library

Other Topics