- Directed by Necessity. Peck, Maureen // Journal of Financial Planning;Jun2003, Vol. 16 Issue 6, p10
Introduces an article about continuing education examinations for financial planners in the U.S.
- CONTINUING PROFESSIONAL EDUCATION EXAMINATION. // Journal of Financial Planning;Jul94, Vol. 7 Issue 3, p143
This section presents a continuing education examination for financial planners in the U.S.
- CE Examination. // Journal of Financial Planning;Aug2005, Vol. 18 Issue 9, p74
This article presents an examination that will help financial planners earned continuing education credit in the U.S. in 2005.
- MY WORD. Ballou, Lynn // Financial Planning;Feb2015, Vol. 45 Issue 2, p72
A quiz related to continuing education for financial advisors in the U.S. is presented.
- CE Examination. // Journal of Financial Planning;Jun2003, Vol. 16 Issue 6, p73
This article presents a continuing education examination for certified financial planners in the U.S. as of June 2003.
- Daunted by Designations? Korn, Donald Jay // Financial Planning;Aug2006, Vol. 36 Issue 8, p53
The article focuses on the importance of continuing education for financial planners in the U.S. According to Financial Planning Consultants CEO Ed Morrow, there are 89 designations, certifications and degrees available for financial service professionals as of 2006. Designations include...
- FINANCIAL PLANNING. // Practical Accountant;Jul2006, Vol. 39 Issue 7, p20
The article reports developments related to financial planning in the U.S. The Internal Revenue Service (IRS) has launched a Web site for purchasing U.S. savings bonds. The Certified Financial Planner Board of Standards Inc. and the IRS have agreed to provide continuing education credits during...
- ON THE ROAD. // Financial Planning;Feb2005, Vol. 35 Issue 2, p26
Presents the schedule of events for financial planners in the U.S. from February to May 2005. Savings and Retirement Symposium in Florida; Trust Advisors Forum in North Carolina; Professional Development Conference in California; Annual Conference of the National Association of Active...
- Warning: Few planners are really `fee only.' Halverson, Guy // Christian Science Monitor;1/14/97, Vol. 89 Issue 34, p9
States that two thirds of financial planners or offices in the United States, claimed to offer fee-only services. Different services performed by financial consultants; Results of a survey by the Consumer Federation of America and the National Association of Personal Financial Advisors; How...