Mid-Conference Workshops

June 2007
Journal of Financial Planning;Jun2007 Supplement, Vol. 20, p12
Academic Journal
This article describes the Mid-Conference Workshops to be presented September 9-10, 2007 at the annual conference of the Financial Planning Association, FPA-Seattle 2007 in Seattle, Washington. In "Monte Carlo Simulation Methods and Applications for Financial Planning," participants will learn how to use Crystal Ball simulation software to understand the methodology, scope and limitations of this tool in planning for retirement and longevity. In "The Financial Planning Process Revisited: Exploring the Implications of Practice Standards, Ethics and Codes of Conduct," attendees will explore how professional standards and accountabilities can help guide financial planners in making sound and ethical choices while serving consumer expectations.


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