Millennial Meanderings

Wagner, Richard B.
January 2000
Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p44
Academic Journal
This article focuses on the challenges faced by financial planners in the United States. The first crossroads can be found in the more obvious temporal transitions. One is stepping simultaneously into a new decade, a new century and a new millennium--the apocalyptic equivalent of a quadruple witching hour. The second, and ultimately more critical, crossroads is the core change in the profession represented by the merger of the Institute of Certified Financial Planners and the International Association for Financial Planning. This merger and creation of a new entity, the Financial Planning Association (FPA), is an extraordinary way to begin an epoch. Not coincidentally, this one signals the profession's emergence from adolescence into full-blown adulthood. As a profession, one may still be young but he has survived, grown and matured into a healthy, muscular, highly educated, fully competent group ready, willing and able to take its place in the world. The FPA is the living embodiment of our collective emergence. Much like post-adolescent siblings returning from their initial forays into the realm of adults, the unification is a unique transformation signaling an intra-profession imperative. It is time to put aside the old partisan, often trivial, tensions to focus on the worlds one can create for colleagues, clients, profession and oneself.


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