TITLE

FPA San Diego 2005

PUB. DATE
January 2005
SOURCE
Journal of Financial Planning;Jan2005 Supplement, Vol. 18, p30
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the Financial Planning Associations' San Diego 2005 global retreat for financial planning industry members. The three day event will cover various topics and will present approximately 60 education sessions that cover multiple subjects related to financial planning. There will also be several sessions in which participants will be able to talk to one another to share ideas and knowledge. Many of the class topics are applicable to many different areas of the industry that will enhance participant success when they return to their businesses.
ACCESSION #
22779338

 

Related Articles

  • AIOFP aims to make its mark. Egan, Liam // Money Management;8/28/2008, Vol. 22 Issue 32, p1 

    The article reports on the launching of a premier adviser designation by the Association of Independently Owned Financial Planners (AIOFP) as an alternative to the Certified Financial Planner (CFP) designation of the Financial Planning Association. It reveals that the official announcement for...

  • IN THE FPA.  // Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p20 

    Reports developments related to the Financial Planning Association (FPA) in the U.S. Announcement to register for the 2000 FPA Retreat; Survey to compare financial planning practices; Availability of the educational tapes from the International Association of Financial Planners 1999 Success Forums.

  • A diverse bunch.  // BRW;9/6/2007, Vol. 29 Issue 35, p16 

    The article reports on the results of the latest member survey by the Financial Planning Association of Australia. Fifty-seven percent of the members think that the organization has improved in the previous year, but 40 percent believe there was no progress. Three percent claim that the...

  • Uncomfortable reality for FPA. Taylor, Mike // Money Management;10/19/2006, Vol. 20 Issue 39, p18 

    The article reports on the problems faced by the Financial Planning Association (FPA) in Australia. Three surveys disclosed that the FPA is facing up problems with respect to the negative perceptions held by members to its relevance and capabilities. According to Joanne Bloch, CEO of FPA that...

  • Some of All Fears. Clark, Bob // Financial Planning;Oct2002, Vol. 32 Issue 10, p141 

    Discusses the issues and concerns about the commitment of the Financial Planning Association (FPA) to certified Financial planners and the financial planning profession. Proposed membership categories for FPA; Merger between Institute of Certified Financial Planners and the International...

  • Focus on fundamentals at FPA workshops. Tsanadis, Andrew // Money Management;5/17/2012, Vol. 26 Issue 18, p9 

    The article discusses the workshops entitled "Beyond the Shadow Shopper" sponsored by the Financial Planning Association (FPA) that was held in Sydney, New South Wales in May 2012.

  • TEN YEARS AGO AT THE INSTITUTE.  // Journal of Financial Planning;Apr98, Vol. 11 Issue 2, p17 

    The article focuses on the Critical Issues 1988 conference held by the Financial Planning Association in April in Boston, Massachusetts. It focused on changes in the financial planning marketplace. The institute also established regional councils which was aimed at improving communication...

  • IN THE FPA.  // Journal of Financial Planning;Jun2000, Vol. 13 Issue 6, p18 

    This article provides information on various events involving the Financial Planning Association in the U.S. Some of the organization's activities for 200 include: Retreat 2000, in Phoenix, Arizona on April 27-30, 2000; election of the 2001 board members during its November meeting; Success...

  • Throw out 'bad apples': FPA. Liondis, George // Money Management;9/9/2004, Vol. 18 Issue 33, p1 

    Reports on the advise by the Financial Planning Association for financial planning groups to keep a close watch on their advisers in Australia. Reference to the Victorian Supreme Court decision against the Financial Wisdom dealer group; Necessity for all planning groups to have a clear and...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics