Track: Career Development

Personal Financial Planning: What's In It For You?

Tuesday, October 21, 2008
10:30 a.m. - 12:00 p.m.
Room: 403 A

More than 58,000 individuals in the U.S. hold CERTIFIED FINANCIAL PLANNER(tm) certification, and numbers continue to increase, even while the CFP(r) certification requirements have been strengthened. During this session, you'll learn what makes the financial planning profession rewarding for professionals as well as clients, and hear about emerging trends in the delivery of financial advice and financial planning.

Speakers:

• Kevin P. Condon, Ph.D., CFP®
  Executive Vice President, Advisor Services
  Myfinancialadvice, Inc.

Objectives

Pre-Requisites

None

Take-Aways

None

Not Approved for CPE or CTP/CCM Credits