TITLE

Creating an Effective Study Group

AUTHOR(S)
Boone, Norman M.
PUB. DATE
May 2007
SOURCE
Journal of Financial Planning;May2007 Supplement, Vol. 20, p6
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses the creation of study groups by financial planners. The author believes study groups can provide financial planners with a forum to discuss topics including investment research, planning problems, and business management and operational ideas. In the author's opinion, study groups can focus on topics such as estate-planning, investment product evaluation or marketing ideas. The author gives information on a study group he is a part of, noting that all members of his group are registered with the U.S. Securities & Exchange Commission.
ACCESSION #
24957306

 

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