ICFP Inside Washington

April 1999
Journal of Financial Planning;Apr99, Vol. 12 Issue 4, p11
Academic Journal
The article presents an update on the Institute of Certified Financial Planners (ICFP) in 1994. The ICFP has resumed a partnership with the International Association of Financial Planners (IAFP) and the National Association of Personal Finance Advisors (NAPFA) to push regulatory amendments in the reform bill that will make it easier for state-licensed advisers to do business across state lines with clients in other states. The ICFP submitted technical comments on establishing individual self-directed investment accounts under the Social Security system. The institute is also included in a coalition of financial services organizations promoting the concept of a tax deduction for employees that use financial planning services.


Related Articles

  • Fiduciary Campaign Underway.  // Accounting Today;7/23/2007, Vol. 21 Issue 13, Special section p9 

    This article announces that the National Association of Personal Financial Advisors (NAPFA) has official launched its second annual consumer-oriented public service campaign to education the people in the U.S. about the need for financial professionals to hold themselves to a fiduciary standard....

  • Are Financial Planners Prepared for Retirement?….  // Journal of Financial Planning;Feb1998, Vol. 11 Issue 1, p15 

    This article presents on the preparedness of financial planners for retirement. According to a study prepared for the International Association for Financial Planning, nearly a third of today's planners could be retired within five years, and half could be retired by the end of ten years. There...

  • FPA Introduces Longevity Program for Members.  // Journal of Financial Planning;Sep2006 Supplement, p30 

    The article reports that the Financial Planning Association has launched a benefit for members entitled the "Longevity Awards Program," which aims to thank members for continued, lifelong membership. All long-term members will receive personalized certificates of membership, with milestone...

  • Soft dollar incentives still evident. Tyson-Chan, Darin // Money Management;6/1/2006, Vol. 20 Issue 19, p1 

    The article reports that despite the mandate by the Financial Planning Association (FPA) in Australia that its members fully comply wth the soft dollar code by January 1, 2005, benefit arrangements used by advisory dealer groups based upon product sales still exist. A document issued by an FPA...

  • Survey Says: Groom Your Talent.  // Journal of Financial Planning;Sep2015, Vol. 28 Issue 9, p13 

    The article discusses the results of a survey among Financial Planning Association (FPA) members conducted earlier in 2015. Results showed that around 43% of practices employs one support adviser while around 34% hires at least one producing junior adviser. Data also revealed that 97% of FPA...

  • Group dynamics.  // Money Management;12/1/2005, Vol. 19 Issue 45, p28 

    The article presents information related to the clubs, groups and associations of financial planners. It reports that beside the major bodies like the Investment and Financial Services Association, the Financial Planning Association (FPA) and the Association of Financial Advisers, there are a...

  • Fidelity Gift Fund rolls out charitable advisor program.  // Accounting Today;8/7/2006, Vol. 20 Issue 14, p18 

    The article provides information on the Charitable Investment Advisor Program launched by the Fidelity Charitable Gift Fund in the U.S. Under the program, independent investment advisors are allowed to provide discretionary investment management to the Gift Fund for contributions made by the...

  • Success in the Home Stretch. D'UVa, Matthew // Advisor Today;May2005, Vol. 100 Issue 5, p54 

    Reports on highlights of the National Association of Insurance and Financial Advisors' (NAIFA) National Membership Day. Challenge to state and local associations; Event attendance; Significance of the event's success.

  • When free does not really mean free.  // Money Marketing (Online Edition);2/28/2013, p49 

    The article presents an analysis on the accuracy of the free financial advice of online adverts and banks in Great Britain. The author believes that online financial advice is not as accurate as banks. He believes that the only avenues where one can obtain cost-free financial advice is...


Read the Article


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

Try another library?
Sign out of this library

Other Topics