FPA Announces Dates for Business Solutions Conference 2001
- Calendar. // Investment Management Weekly;4/17/2006, Vol. 19 Issue 15, p11
Presents a calendar of 2006 conferences for investment managers in the U.S. Fifth Annual Investment Adviser Compliance Forum from May 18-19; Alternative Investing Summit Absolute Return happening from April 26-28; Pension Accounting Reform and the Future of Defined-Benefit Plans scheduled from...
- Calendar. // Investment Management Weekly;5/15/2006, Vol. 19 Issue 19, p11
Presents a calendar of congresses for investment advisors in the U.S. for June to May 2006. "The First Annual Illinois PERS Summit" which will be held from June 5-6; "5th Annual Investment Adviser Compliance Forum" which is set from May 18-19; "Emerging Managers Summit" which will happen from...
- FICP REGIONAL MEETINGS KEEP ON GROWING. // Corporate Meetings & Incentives;Nov2010, Vol. 29 Issue 10, p29
Information about the Financial & Insurance Conference Planners (FICP) Midwest Region Meeting in Chicago, Illinois on September 22-23, 2010 and the FICP Canadian Region Meeting in Quebec on August 19-21.
- Co-Sponsors for Conference. // CPA Wealth Provider;Apr2007, p8
The article reports that the Financial Planning Association and the Certified Financial Planner (CFP) Board of Standards will co-sponsor the 2007 Program Directors Conference. The event will be held in Seattle, Washington in September 2007. The program provides educational courses that prepare...
- CSAs Urged To Do Annual Senior Financial Checkups. Koco, Linda // National Underwriter / Life & Health Financial Services;10/3/2005, Vol. 109 Issue 37, p36
Focuses on the need for financial advisors to do annual financial checkups with their senior clients as discussed at the CSA Summit 2005 in Denver, Colorado. Details on the cost of private insurance policies; Importance of quality long-term care to all seniors; Effect of any major life change on...
- Do the right thing. Cann, Nick // Money Marketing;10/11/2012, p34
The author emphasizes the need for financial advisers to focus on the positive aspects of life to better serve their clients which was the message conveyed at the annual Institute of Financial Planning (IFP) conference held in Newport, England in 2012.
- Diary. // Money Management;6/29/2006, Vol. 20 Issue 23, p2
The article presents a calendar of events concerning the Australian financial services industry. Finsia's "Saving the Future" Summit will be held on July 5, 2006 in Sydney's Finsia Theatre. The Separately Managed Accounts 2006 Conference will take place on July 26-27 in Swissotel, Sydney. The...
- IN THE FPA. // Journal of Financial Planning;Mar2000, Vol. 13 Issue 3, p16
Highlights several congresses and conventions that was organized by Financial Planning Associations (FPA) in the U.S. Issues discussed in the Financial Planning Associations board of directors and the Certified financial Planner Board of Standards' Board of Governors meeting; Number of attendees...
- CALENDAR OF EVENTS. // Journal of Financial Planning;May2001, Vol. 14 Issue 5, p14
This article presents information on the schedule of meetings and conferences related to financial planning in the U.S. from June to November 2001, including the 2nd Pacific Northwest Regional Financial Planning Conference in Bellevue Doubletree Hotel, Bellevue, Washington on June 20, 2001.