Take Full Advantage of Your FPA Member Benefits

January 2007
Journal of Financial Planning;Jan2007 Supplement, p30
Academic Journal
The article details member benefits for financial planners who belong to the Financial Planning Association. Overviews of services for members are provided, including the Coach match online tool, which connects coaches and mentors with individuals seeking development opportunities, the Financial Planning Association Career Center, which presents job listings and a place for members to post resumes, and PlannerSearch, which connects consumers and financial planning professionals based on their geographical area.


Related Articles

  • Pass It. Polyak, Ilana // Financial Planning;Aug2011 Independent Broker-Dealer, p32 

    The article discusses mentoring in the financial industry. Caleb Brown of New Planner Recruiting believes that a generation of advisors are moving into leadership roles, giving new advisors opportunities to find mentors. Mentoring gives young professionals information about client interaction...

  • PI insurers stymie shorter SOAs. Pokrajac, Milana // Money Management;9/23/2010, Vol. 24 Issue 35, p1 

    The article reports on the continuing struggle of some financial advisers on adopting short-form Statements of Advice (SOA) released by the Financial Planning Association (FPA) because of professional indemnity (PI) insurers in Australia.

  • Delivering quality service. Clifford, Simon // Money Management;1/19/2006, Vol. 20 Issue 1, p12 

    The article focuses on the issue regarding the emphasis on improving the understanding of what financial planners can actually do. The Financial Planning Association's value of advice campaign is important for the public's awareness of financial planning. The challenge facing dealer groups is to...

  • Meeting to resolve 'trust' issues. Liondis, George // Money Management;10/6/2005, Vol. 19 Issue 37, p3 

    Reports that the Financial Planning Association (FPA) has taken its grievances with the corporate regulator over comments labeling financial advisers untrustworthy to a face-to-face meeting in Australia. Reaction of FPA chief executive Kerrie Kelly and out-going chair Kathryn Greiner over the...

  • Moving the Profession Forward. Diliberto, Roy T. // Journal of Financial Planning;Sep2000, Vol. 13 Issue 9, p10 

    This article highlights the significance of the creation of the Financial Planning Association (FPA) for the financial planning profession. Only eight months old, the of the FPA by its predecessor organizations, the International Association for Financial Planning and the Institute of Certified...

  • PRESIDENT'S MESSAGE. Nicolette, Nick // Journal of Financial Planning;Jul2007Supplement, Vol. 20, p4 

    The article presents a letter from the president of the Financial Planning Association. He discusses a speech he gave at the Ameriprise Financial Planning Invitational 2007, which gave teams of college students chances to compete by preparing financial plans based on real-life scenarios. The...

  • PRESIDENT'S MESSAGE. Salmen, Richard // Journal of Financial Planning;Jul2009 Solutions, p4 

    In this article the author discusses the efforts made by the Financial Planning Association (FPA) to assist financial planners in financial planning practice in the U.S. He primarily considers the significant role of the FPA and the financial planners in the lives of their clients amid the...

  • The Changing Role of the Financial Planner Part 1: From Financial Analytics to Coaching and Life Planning. Dubofsky, David; Sussman, Lyle // Journal of Financial Planning;Aug2009, Vol. 22 Issue 8, p48 

    This report is the first in a two-part study of the emerging role of coaching in financial planning. This first paper reports the results of our survey, which support the thesis that financial acumen is necessary for financial planning, but not sufficient Implications for training and...

  • PRESIDENT'S MESSAGE. Potts, Tom L. // Journal of Financial Planning;Jan2010 Practice Management, p5 

    The article focuses on how a financial planner can improve the practice management that will put the interest of the client at its best. The author comments on the career transition that is happening to new financial planners in the U.S. Further, he also remarks on the Financial Planning...


Read the Article


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

Try another library?
Sign out of this library

Other Topics