Calendar of Events

September 2009
Journal of Financial Planning;Sep2009 Solutions, p4
Academic Journal
A calendar of events in the U.S. in October 2009 is presented including the conference Financial Planning Association (FPA) NexGen 2009, the virtual learning center (VLC) webinar on alternative investments for retirement plans, and a webinar on the utilization of social media marketing strategies.


Related Articles

  • FPA introduces super checklist.  // Super Review;Mar2007, Vol. 21 Issue 2, p4 

    The article reports that the Financial Planning Association (FPA) has released a checklist that will enable its members to deal with client enquiries regarding superannuation switching more effectively. The checklist has been so designed that financial planners will get to know where they are...

  • TAPPING A VAST MARKET FOR ADVICE. Taylor, Mike // Money Management;10/9/2014, Vol. 28 Issue 31, p11 

    The article reports that fair share of criticism over the referral arrangement with construction industry superannuation fund Cbus Property has been received by the Financial Planning Association in Australia. It is noted that without objectively tapping the resources of reputable third party...

  • CPD Quiz.  // Money Management;7/26/2012, Vol. 26 Issue 28, p26 

    The article presents a continuing professional development (CPD) quiz of the Financial Planning Association on topics including superannuation fund, insurance income-protection benefit, and financial planning.

  • FPA addresses 'crisis of confidence' issue. Kennedy, Chris // Money Management;3/31/2011, Vol. 25 Issue 11, p7 

    The article reports on the issues addressed by the Financial Planning Association (FPA) which stresses the lack of confidence in superannuation funds in Australia.

  • Business as usual for the FPA. Tyson-Chan, Darin // Money Management;4/13/2006, Vol. 20 Issue 13, p1 

    The article discusses the findings of the shadow shopping survey by the Australian Securities and Investments Commission which reflected an excellent status in the financial advisory industry in the country. The Financial Planning Association is optimistic that the result of the survey will lead...

  • AFA welcomes exclusion of insurance from charter. Egan, Liam // Money Management;6/25/2009, Vol. 23 Issue 22, p4 

    The article reports on the insurance exclusion of the Investment and Financial Services Association's (IFSA) new superannuation charter. The exclusion was approved by the Association of Financial Advisers (AFA) for the reason that life insurance is classified as a different kind of product under...

  • Small Business Owners Struggle with Retirement Prep. Manganaro, John // Plan Advisor News;2014, p67 

    The article reports on the findings of a survey of professional financial advisers in the U.S., which was conducted by CNBC and the Financial Planning Association (FPA). The survey shows 42 percent of investment advisers think their small business clients's main financial challenge is developing...

  • Money Management Fund facts hard to come by. Taylor, Mike // Money Management;3/1/2007, Vol. 21 Issue 7, p16 

    The article reports on the launch of the Financial Planning Association's (FPA) checklist for financial planners providing superannuation switching advice in Australia. It is emphasized that the announcement of the FPA checklist appeared after the estimation of the affected clients range of more...

  • Super choice - FPA gets tough.  // Super Review;Aug2005, Vol. 19 Issue 7, p6 

    The article reports that the Financial Planning Association of Australia has informed its members through its last newsletter about its highly watchful approach toward the new choice of superannuation fund environment. The idea behind this attitude of the organization is to avoid the mistakes...


Read the Article


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

Try another library?
Sign out of this library

Other Topics