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:
|
|
||||||||||||

Printer friendly
Cite/link
Email
Feedback
Reader Opinion