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Appreciative Inquiry Insights
Exploring positive, strength-based approaches for your clients, your practice, your business, and your life.
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Re: Appreciative...
12-12-2008 7:05 PM
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Certificants Forum
Public discussion with and about the CFP Board.
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Re: Best Way to...
10-27-2008 2:21 PM
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Cross-Border Planning
A gathering of planners to discuss issues that arise with clients who are expatriates, have non-citizen family members or assets overseas.
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Re: Cross-Border...
03-31-2009 7:02 PM
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FPA of Minnesota Listening Session
Continuing the conversation from the January 27 FPA Listening Session conducted with FPA of Minnesota.
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FPA Standard of Care for Financial Planning Professionals
Public discussion regarding the recently-passed Standard of Care for FPA financial planning members. Please remember to subscribe to receive e-mails from this discussion via Forum Subscriptions.
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Re: Standard of...
10-22-2008 8:54 AM
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Financial Planning Connections
Author-facilitated discussions on Journal articles. All are welcome!
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Re: Financial Planning...
04-06-2009 10:07 AM
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Geographic Focus Groups
An online conversation area for FPA’s three volunteer gatherings – Americas, Asia Pacific, and Europe/Africa/Middle East Geo Focus Groups – to share ideas about how to learn from each other and improve FPA’s services to strengthen the global profession, its sister organizations and the practices of its individual international members.
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Sincere apologies...
02-03-2009 3:57 PM
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Healthcare Issues
Public discussion regarding Healthcare. Members, and non-members are invited to participate.
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Re: Long-term Care...
06-15-2009 9:10 AM
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Issues of the Profession
Open discussion forum to cover issues of the profession. Members, and non-members are invited to participate.
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Income tax planning...
06-23-2009 6:55 PM
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Making a Business Case for Diversity
Discussing opportunities to raise awareness of our profession in diverse communities of race, ethnicity, gender and sexual orientation and, in so doing, increase professional opportunities for the widest spectrum of people so that all may join and thrive in the financial planning profession. Please remember to subscribe to receive e-mails from this discussion via Forum Subscriptions.
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2009 Diversity Scholarship...
03-11-2009 11:13 PM
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Market Volatility
Share recent experiences with colleagues so that we can learn even more how to better help our clients navigate the financial hazards that still lie ahead. Please remember to subscribe to receive e-mails from this discussion via Forum Subscriptions.
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Exchange Traded...
06-09-2009 8:56 AM
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Journal of Financial Planning Discussions
Public forum for Journal of Financial Planning discussions. Members, and non-members are invited to participate.
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July 2009 Talking...
07-01-2009 3:12 PM
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Pursuing a Career in the Financial Planning Profession
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Re: Broker Dealer...
03-09-2009 9:11 PM
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Regulatory Reform
Join this public discussion as FPA partners with NAPFA and the CFP Board to marshal our resources and to form other, effective alliances to promote an appropriate legislative agenda.
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Re: Welcome to the...
01-08-2009 5:53 PM
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Research Spotlight
Discuss research findings revealed in Spotlight and the implications for the profession.
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12/08 Spotlight...
12-01-2008 12:43 PM
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Social Security Solvency: What can FPA do to Help?
Defining the roll FPA should take in moving Congress toward making the "hard choices" required to have Social Security.
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RE: Social Security...
07-23-2008 1:03 PM
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The Challenges of Growing Your Business
Public forum for practice management and Solutions magazine discussions. Members and non-members are invited to participate.
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Re: Career tracks...
11-26-2008 12:41 PM
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Uncertain Times & Economic Recovery
Continuing conversations and learning from the VLC Uncertain Times Series.
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06/24/09 - The State...
06-23-2009 9:42 AM
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VLC Post Session
Public discussion area for post-Virtual Learning Center sessions.
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Re: 06/03/09 - The...
06-03-2009 3:48 PM
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