FPA Offers Trail Memberships (July 2005)
Upon attaining their certificates, new CFP® professionals will now automatically receive an FPA® three–month trial membership at no cost. They are made aware of their new membership through a letter and multi-media CD-ROM that outlines the many programs and services available from FPA.
“These newly-minted CFP® practitioners are able to experience all of the benefits offered by FPA, including the Journal of Financial Planning CE opportunities, PlannerSearch listings, discounts on products and programs, and membership in a community that fosters the value of financial planning and advances the financial planning profession,” said Jama Rice, FPA’s Recruitment Manager.
FPA plans to make the three–month trial a positive experience for potential members by providing personal attention through phone calls and e-mails that will help explain the benefits of membership. At the end of their three–month trial, the new members are encouraged to renew their membership for a full year in order to continue receiving FPA’s member benefits.
In addition to new CFP® certificants, CFP professionals who have received their certificate within the last year and are not yet FPA members are also invited to participate in a three–month trial membership. Interested CFP professionals can enroll for three months by calling FPA’s Member Services at 800-322-4237, visiting www.fpanet.org/member/membership/join/3monthfree.cfm or by returning the completed application included with their invitation to join.Quinnipiac University CFP® Certificate Program offers the Dalton CFP® Review Course in June.
(March 5, 2004) CFP® Candidates sitting for the CFP® Exam this year will want to take advantage of this unique opportunity. Mark your Calendar, June 11th - 13th Part I and June (25 - 27th) Part II Intensive, 48-hour Review for CFP® Certification Examination, exclusively
at Quinnipiac University. - 75% cumulative pass rate for CFP® Certification Examination
- Limited seating (40-45 students) per offering; may be second offering if over-enrolled
- Dalton Review scheduled for June 11th-13th Part I and June (25 - 27th) Part II
- Taught 4-6 weeks before each March and July CFP® Certification Examination
- Friday and Saturday: 8:00 am - 5:30 pm; Sunday: 8:00 am - 4:00 pm over two weekends.
Order Dalton texts (Vol. I-III) ASAP at 800-211-4346. Tell receptionist that you are a PDI student - Guarantee to unsuccessful test-takers to audit Review once at no cost
- Same stipulations apply as to the PDI base program guarantee
Additional information at (940) 565-3353 or in Connecticut at 203 458 - 8807
http://www.pdi.org/FPC/Locations_CT.html Quinnipiac University Accelerated Financial Planning Certificate Program
Today's financial professional is under great demands on their time and resources. Are you ready to rejuvenate the spark that first led you to a career in financial services? The Quinnipiac University/University of North Texas/PDI accelerated Financial Planning Certificate Program is designed to meet the educational requirements of the Certified Financial Planners Board of Standards and position you for successful completion of the CFP Board in exam in only NINE MONTHS.
Quinnipiac University offers candidates two opportunities per year to enter the nine-month accelerated Financial Planning Certificate Program, in the fall and spring. Seasoned practicing professionals and CFP® professionals instruct courses, classes are held on weekends only (meet 17 weekends out of 44 weeks with no back-to back weekends) and a full course related to Case Studies as well as HP12C calculator review is included. Students may also “Build their own” program by taking one or two courses at a time or enrolling in our Cases Studies and HP12C calculator review. To register or for more information, call (940) 565-3353 or (203) 458 – 8807 or e-mail info@andrusagency.com or visit the program’s University's website at www.pdi.org. FPA and Staples Brings You Monthly Savings on Office Products
(October 1, 2003) Find everything you need to run your office, from paper and toner to multifunction machines and presentation binders. As an FPA discount provider, Staples Office Products provides special offers and monthly discounts exclusively for FPA members. Use this serialized number - 7212581163937228 - when placing your order and save $30 off any order of $150 or more. Shop online www.staples.com/content/partners/FPA.asp, in-store or by catalog at 1-800-333-3330 and remember, delivery is free on most orders over $50. Don't wait-order before October 31, 2003 to take advantage of this special offer . Be sure and shop Staples for all your office products needs. Check back often for ongoing offers for FPA members at www.staples.com/content/partners/FPA.asp. Offer expires 10/31/03. Valid in store, through catalog, or online. Limit one per customer, nontransferable. Minimum purchase requirement of $150 must be met with purchases to which no other coupon or instant savings offer applies. Serialized numbers must be provided at time of purchase. No cash/credit back. Not valid on Downloadable Software, Services, Business Service Provider or Custom-Printing Service Provider Web Sites, Gift Cards or prior purchases. Tax and shipping not included in calculating minimum purchase. FCC Postpones 'No Fax' Rule A new rule by the Federal Communications Commission will prohibit the unsolicited faxed advertisement of goods or services by businesses (and nonprofit associations) to their clients or members. The compliance deadline has been pushed back from Aug. 25 to Jan. 1, 2005 after many trade associations argued that the rule is unnecessary and overly burdensome to businesses. The rule does not cover routine faxes to clients in the course of daily business involving the collection of forms, client data or legal agreements. Only unsolicited advertisements are prohibited under the rule; it does not affect e-mail communications. In order to send such faxes, you will need a client's written consent to receive faxed advertisements from your firm, including the fax number. To review the discussion of the FCC's new rule, please go to page 109. The CFP Board Announces Significant Changes February 19, 2003 - The CFP Board announced significant changes to disclosure requirements under the Code of Ethics and Professional Responsibility, primarily for CFP® certificants involved in a financial planning engagement. The changes took effect on January 1, 2003. The CFP Board also added two new definitions, "compensation" and "financial planning engagement," and amended the definition of "conflicts of interest" under the terminology section of the Code. In addition, the CFP Board revised its interpretation of "fee-only" in the terminology section by replacing two earlier advisory opinions with a new one, Advisory Opinion 2003-1, that more narrowly defines the application of "fee-only" in advertisements and disclosures to existing and prospective clients. The new advisory opinion in effect generally prohibits CFP® professionals from using the term "fee-only" with clients or in advertisements if they receive third-party commission or referral compensation. These changes may be found on the CFP Board's web site at http://www.cfp.net/certificants/boardreport.asp. We strongly encourage you to become aware of the new changes that affect not only CFP certificants, but all FPA members inasmuch as they are subject to the principles of the Code of Ethics as well.
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