Printer Friendly
The Free Library
19,573,952 articles and books
Member login
User name  
Password 
 
Join us Forgot password?

CFP Board Announces Educational Task Force and Annual Meeting.


DENVER -- A task force will be formed to review the education component of the certification process for certification of financial planners Financial Planner

A qualified investment professional who assists individuals and corporations meet their long-term financial objectives by analyzing the client's status and setting a program to achieve these goals.
, announced the Board of Governors of the Certified Financial Planner Certified Financial Planner (CFP)

A person who has passed examinations accredited by the Certified Financial Planner Board of Standards, showing that the person is able to manage a client's banking, estate, insurance, investment, and tax affairs.
 Board of Standards, Inc., following its quarterly meeting this week. The Board also announced plans to host an annual meeting in Santa Monica, California For other uses, see Santa Monica (disambiguation).
Santa Monica is a coastal city in western Los Angeles County, California, USA. Situated on Santa Monica Bay of the Pacific Ocean, it is surrounded by the City of Los Angeles — Pacific Palisades and Brentwood on the north,
, August 1-5, 2006.

"This Education Task Force will be charged by the Board with considering the implications of changing educational patterns and demographics. It will review CFP 1. CFP - Constraint Functional Programming.
2. CFP - Communicating Functional Processes.
3. CFP - Call For Papers (for a conference).
 Board's relationship with the registered educational programs and make recommendations, improvements or changes, as they see the need," said Barton C. Francis, 2006 chair elect for CFP Board.

The annual meeting will include the yearly conference for registered educational programs, a gathering of the broker-dealer firms, as well as the Board of Governors meeting and subsidiary board meetings.

"This is an opportunity for CFP Board to bring together the interested constituencies and promote financial planning Financial planning

Evaluating the investing and financing options available to a firm. Planning includes attempting to make optimal decisions, projecting the consequences of these decisions for the firm in the form of a financial plan, and then comparing future performance against
," Francis added. "Holding the Board of Governors meeting at the same time will give us the opportunity to enhance our understanding of each other and to further relationships with our constituencies."

CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning. CFP Board owns the certification marks A certification mark on a commercial product indicates five things:
  • The existence of a legal follow-up or product certification agreement between the manufacturer
 CFP(R), standards CFP(R) CERTIFIED FINANCIAL PLANNER(TM), and the federally registered CFP (with flame logo) which it awards to individuals who successfully complete initial and ongoing certification requirements. For more about CFP Board, visit www.CFP.net.
COPYRIGHT 2005 Business Wire
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2005, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Publication:Business Wire
Date:Sep 26, 2005
Words:260
Previous Article:Trinity River Authority of Texas: Hurricane Rita Damages Lake Livingston Dam.
Next Article:Nabors' Hurricane Rita Preliminary Damage Assessment.



Related Articles
Nonpracticing CPA can advertise CPA designation, U.S. Supreme Court says.
TEI's Strategic Plan at One.
TWO CONEJO FINANCIAL PLANNERS REPRIMANDED.
A GUIDE FOR ADVISERS; CERTIFICATION PROGRAM AIMS TO GIVE INVESTORS ASSURANCE THAT THEIR PLANNER'S NO PHONY.
BISYS acquires Financial Planners Certification education company.
Decisions of the ARMA International Board of Directors: September 2002.
Federation of Societies for Coatings Technology: 2004 Annual Report and Report of the Fall 2004 Meeting of the Board of Directors.
Changes in the works: one person, one vote; and ICE 2006--from 'big shoulders' to 'big easy'.

Terms of use | Copyright © 2012 Farlex, Inc. | Feedback | For webmasters | Submit articles