June 1996
Journal of Financial Planning;Jun96, Vol. 9 Issue 3, p88
Academic Journal
This article reports on developments related to the Institute of Certified Financial Planners. It lists some programs that the institute has planned to organize in the coming months. "Retreat `96: Raising the Standard" is scheduled to be held on July 10-14 at the Grand Traverse Resort in Traverse City, Michigan. One can get the best of continuing education and idea-sharing in one relaxed setting by hearing from top speakers, as well as from one's colleagues. Along with educational sessions, Retreat offers the Master Planner conference, panel discussions involving kind managers from some of the most respected mutual funds in the industry. The institute's first annual "Practice Management Conference" is planned for January 31 and February 1, 1997, at the West Palm Beach Sheraton in Florida. "Taking Care of Business: The Next Step" will focus on issues that experienced practitioners encounter daily in their practice. The two-day conference will include informative and interactive sessions on technology, compensation, marketing, regulatory and litigation issues, outsourcing, time management, and other issues.


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