TITLE

FPA After One Year

AUTHOR(S)
Newton, Catherine
PUB. DATE
December 2000
SOURCE
Journal of Financial Planning;Dec2000 SourceBook 2001, Vol. 13 Issue 12, p26
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article reports on the accomplishments of the Financial Planning Association (FPA) in the U.S., as of December 2000. Membership held steady at 29,000 plus, and the new member target of 5,400 was exceeded. A new government relations office enabled FPA to quickly establish itself as the voice for the financial planning community in legislative and regulatory affairs. The FPA board of directors held two joint meetings with the Certified Financial Planner Board of Standards and began the process of developing a strategic partnership with that professional regulatory organization. Town hall meetings were held in four cities to solicit members' views about the future of the profession. More town hall meetings, as well as audio conferences and online discussions, are planned as part of an FPA initiative called FPA Dialogue: Shaping the Future of the Financial Planning Profession. Staff in three offices was trimmed by 20 percent, and the year's budget, which allocated an additional $1.2 million to cover transition costs due to the merger, was expected to end the year more than $300,000 under projections. Two new FPA departments--Career Development and Research and Community Development--geared up to better serve both veteran planners and new ones.
ACCESSION #
6658821

 

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