Start your year off right with FPA's marketing tools

January 2005
Journal of Financial Planning;Jan2005 Supplement, Vol. 18, p28
Academic Journal
The article discusses the Financial Planning Association's marketing tools that members will be able to purchase to market various products to their clients. Financial planners will be able to choose from several different brochures, including financial planning, insurance, college planning, and retirement. They will also be able to choose from several other brochures that will answer questions that have arisen in regard to the industry from clients, such as how to choose the right financial planner and how to plan for long-term health care.


Related Articles

  • CPD Quiz.  // Money Management;2/2/2012, Vol. 26 Issue 3, p22 

    A Financial Planning Association pre-accredited continuing professional development (CPD) quiz for financial planners regarding non-concessional contribution cap and retirement saving is presented.

  • Edward Jones' Prescott helps clients plan for retirement. Prescott, Katie // Wilson County News;9/16/2015, Vol. 42 Issue 37, p12A 

    The article focuses on financial adviser Katie Prescott of Edward Jones Investments, an investment company, offers tips on financial planning including stocks, bonds, and estate planning for persons and families for planning their retirement.

  • Dual Registrants Poised for Retirement Windfall. Powell, Bob // Journal of Financial Planning;Jul/Aug2008 Supplement, p5 

    The article discusses results of a study conducted by the Financial Planning Association concerning financial planner's perceptions about the retirement planning market. Planners who are both registered investment advisers and affiliated with a broker-dealer perceive greater opportunities in...

  • Heading in the same direction. Taylor, Damon // Super Review;Apr2008, Vol. 22 Issue 3, p26 

    The article discusses the significance of adequate financial planning on superannuation industry in Australia. Jo-Anne Bloch, chief executive of the Financial Planning Association (FPA), suggests that superannuation fund population could benefit from consultation with a financial planner. The...

  • The Shift from Accumulation to Distribution: What It Means for Planner Revenue. King, Rebecca // Journal of Financial Planning;Jun2013, Vol. 26 Issue 6, p26 

    The article discusses a 2012 survey conducted among financial planners by the Financial Planning Association that examined how planners expected their businesses would be affected by baby boomers' transition from asset accumulation to asset distribution. One-third of planners said they expected...

  • FPA Releases Latest Retirement Income Management Study.  // Journal of Financial Planning;Nov/Dec2007 Supplement, p5 

    The article discusses results of a study on the management of retirement income sponsored by the Financial Planning Association (FPA). Financial planners surveyed reported that demand is increasing among clients for help with planning retirement savings and distribution. Over 70% of planners...

  • The Shift From Accumulation to Distribution: What It Means to You. Schulaka, Carly // Journal of Financial Planning;Dec2008 Supplement, p4 

    The article focuses on research conducted by the Financial Planning Association and Diversified Services Group Inc. on the effects that wealth accumulation trends have on financial planners and their business models in the United States. According to the research, 29% of financial planners...

  • Success with Room to Grow. Schulaka, Cony // Journal of Financial Planning;Dec2011, Vol. 24 Issue 12, p34 

    The article discusses the results of the 2011 study of the Financial Planning Association (FPA) regarding retirement income planning. It mentions that the study revealed a general level of success among experienced planners, although they still need to improve. Moreover, the study found that...

  • 5 questions. Asnes, Marion // Financial Planning;Jan2006, Vol. 36 Issue 1, p26 

    The article presents an interview with Dan Moisand, a principal at Spraker, Fitzgerald, Tamayo & Moisand LLC in Melbourne, Florida. He shares his goals as president of the Financial Planning Association (FPA). He cites the biggest challenge facing the FPA. He comments on the intention of some...


Read the Article


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

Try another library?
Sign out of this library

Other Topics