A Look Back and a Look Ahead

Wechsler, Marysue J.
June 1996
Journal of Financial Planning;Jun96, Vol. 9 Issue 3, p104
Academic Journal
This article analyzes the past achievements and future planning of the Institute of Certified Financial Planners. The highlights and activities that occurred in 1995 represented a significant change in focus and direction for the Institute as the exclusive national association for the CFP practitioner. As part of its strategic planning initiative announced in 1994, its board of directors promised to report annually to the membership on the efforts taken on its members' behalf. The chairman of the institute expressed his appreciation for the extensive feed-back given by its members, which helped in the administration of the Institute. The Institute has hired David Brand to serve as its new executive director, effective January 1, 1995. In his first year on the job, David's leadership and management abilities immediately turned into dividends for the organization. In 1995, it started the process of using more feedback tools for its various functions. In fact the members have been given a comprehensive membership survey that will help the Institute to determine how well they are doing. INSET: 1995 Best Ever for Institute Financials.


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