TITLE

PRESIDENT'S MESSAGE

AUTHOR(S)
Potts, Tom L.
PUB. DATE
September 2010
SOURCE
Journal of Financial Planning;Sep/Oct2010 Practice Management, p5
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article narrates the experience of Tom L. Potts as the President of Financial Planning Association (FPA). He reveals that FPA is a diverse patchwork of communities and a place for all generations and types of financial planners to gather, learn, connect and leverage the expertise of one another. He also notes that FPA's young planners are a tight community focused on collaboration and success for all.
ACCESSION #
53898443

 

Related Articles

  • FPA submission to inquiry doesn't go far enough: Plan B.  // Money Management;8/13/2009, Vol. 23 Issue 29, p6 

    The article reports on the proposed reform by the Financial Planning Association in Australia involving financial advisers. It is stated that the reform needs three main areas to be strengthened which include planner educational qualifications, experience and trustworthiness. The group believes...

  • Canberra or bust.  // Money Management;11/4/2004, Vol. 18 Issue 41, p36 

    Focuses on the summon of the Financial Planning Association (FPA) in Australia to the readers of its "Member eNews" newsletters to know all their political contacts. Primary task of FPA; Intention of FPA in initiating the summon; Necessity of the FPA to come up way of renumerating members for...

  • Picking a planner. Bekiaris, Maria // Money (Australia Edition);Jun2009, Issue 113, p32 

    The article offers tips on choosing a financial planner. Consider financial planners recommended by family, friends and colleagues. The Find A Planner service being offered by the Financial Planning Association (FPA) can assist in locating a licensed planner in one's area. Dealing with advisers...

  • FPA set to wrap up Moore case. Chan, Darin-Tyson // Money Management;6/8/2006, Vol. 20 Issue 20, p1 

    The article reports that the investigation by the Financial Planning Association of the activities of Brendan Moore, a financial adviser from Tasmania, is close to being finished in 2006. Moore pleaded guilty in December 2005 to charges by the Australian Securities and Investments Commission...

  • New Broker Group Formed. Chapelle, Tony // On Wall Street;May2000, Vol. 10 Issue 5, p13 

    Reports on the creation of the National Association of Financial Advisers. Information on the first convention of the group; Issues being lobbied by the group; Associations that comprises the Financial Planning Association.

  • We must respond to critics -- Dieters. Liondis, George; Fielding, Zoe; Tyson-Chan, Darin // Money Management;9/22/2005, Vol. 19 Issue 35, p1 

    Urges the financial planners to lift one's professional standards so as to rid the industry of any allegations of conflict, by Corinna Dieters, member of the Financial Planning Association's board. Support of Dieters in pushing through the association new codes on soft dollar payments; Reason...

  • Call for Government to get a handle on slippery figures. Taylor, Mike // Money Management;7/24/2008, Vol. 22 Issue 27, p1 

    The article reports on the call of the Financial Planning Association (FPA) to the Australian government to adopt accurate statistical base for review of superannuation costs. The call intents to settle the negative media coverage on the total value of commissions paid to financial planners and...

  • FPA set to win RateCity mandate. Egan, Liam // Money Management;8/9/2007, Vol. 21 Issue 29, p1 

    The article reports on negotiation of Financial Planning Association (FPA) with retail financial product portal RateCity for Certified Financial Planners (CFPs) accessibility to portal's customers in Australia. The negotiation is intended to provide list of branded CFPs for the pending launch of...

  • Letter Perfect. Fisher, Leo D'Angelo // Bulletin with Newsweek;03/09/99, Vol. 117 Issue 6164, p46 

    Reports on Michael McKenna, director of the Financial Planning Association of Australia, who is leading the charge for the lifting the professionalism and profile of financial planners in the country. McKenna's previous post at the Australian Society of Certified Practising Accountants (CPAs);...

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