Behind the Scenes

Irish, Maureen
February 2002
Journal of Financial Planning;Feb2002, Vol. 15 Issue 2, p10
Academic Journal
One attends a conference or play, watches a movie or listens to music on a CD. The attention, of course, is on the celebrities. But there are those not sharing the stage who have put in hours and energy, to engineer the end result and ensure its success through planning, production and promotion. These are the many people who work behind the scenes. That's the vein in which the Financial Planning Association's (FPA) Government Relations Department, Public Relations Department and their dedicated volunteers operate. Due to constant monitoring of the legislative activities on Capitol Hill and from state to state, and to FPA's active lobbying and comment, the interests of financial planning professionals are kept visible. There are two main areas of focus for the public relations experts: media relations (including generation of press releases and coordination of media interviews with FPA members) and consumer education (through such vehicles as brochures and exhibit booths). The article also discusses the realm of socially responsible investing and how planners balance their client's investing parameters with constructing a profitable portfolio.


Related Articles

  • IN THE STATES.  // Journal of Financial Planning;Mar2002, Vol. 15 Issue 3, p16 

    The article offers two news briefs related to financial planning in the U.S. It was reported that investment adviser representatives can now register with the states online through the Adviser Registration Depository as early as March 2002. The Financial Planning Association (FPA) is going over...

  • Concerns FPA board has sidelined practising planners. Taylor, Mike // Money Management;7/15/2010, Vol. 24 Issue 25, p1 

    The article reports on the removal of practising financial planners in the board of the Financial Planning Assocation (FPA).

  • FPA member numbers up despite 'growing pains'. Beaman, Lucinda // Money Management;11/4/2010, Vol. 24 Issue 41, p4 

    The article announces that the Financial Planning Association (FPA) has added 1,047 members in 2009-2010 in Australia.

  • Long Time No CFP. Koreto, Richard J. // Financial Planning;Mar2001, Vol. 31 Issue 3, p41 

    Focuses on the support of the Financial Planning Association (FPA) to the need for financial planners to have Certified Financial Planner (CFP) designation. Remarks from FPA Chairman Roy T. Diliberto; Defense of FPA President Guy Cumbie on the importance of CFP label; Criticisms from non-CFP...

  • Financial Planners Against Restraint of Trade. Brock, Henry S. // Financial Planning;Mar2001, Vol. 31 Issue 3, p192 

    Criticizes the support of the Financial Planning Association to make the Certified Financial Planner (CFP) an official designation for financial planners. Motives of the financial industry in demanding for regulation; Problems with the CFP education.

  • Thank you for being a part of the Heart of Financial Planning.  // Journal of Financial Planning;May/Jun2008 Solutions, p29 

    The article presents a list of individuals who have been members of the Financial Planning Association for 35 years, including Gerald S. Adelman, James P. Ambrose Jr., and Carlyle D. Apple.

  • Planners set to launch mortgage broking push. Pokrajac, Milana // Money Management;1/27/2011, Vol. 25 Issue 2, p1 

    The article reports on the possible increase in the number of Financial Planning Association (FPA) licensee members who provide mortgage broking services due to the changes to the National Credit Consumer Protection Act in Australia.

  • FPA opens talks with academics. McIntyre, Ashleigh // Money Management;3/17/2011, Vol. 25 Issue 9, p8 

    The article reports on the move of the Financial Planning Association (FPA) to invite three delegates to be part of its Education Council, which will contribute in discussions about research and curriculum matters in Australia.

  • Industry largely welcomes reform. Beaman, Lucinda // Money Management;5/6/2010, Vol. 24 Issue 15, p6 

    The article reports on the support raised by the Financial Planning Association (FPA) concerning the government's plans to overhaul the financial advice industry in Australia.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics