Update 12/22/2009: I uploaded a PDF of tweets containing the #FAiC09 hashtag, as they’re no longer available on the Twitter search site. Paragraphs below were updated.
Update 12/21/2009: Here’s an article from Davis Janowski at InvestmentNews discussing online conferences; No fuss, no muss, but forget about freebies. He highlights the Forbes iConference series among other events.
Attending the iConference was easy; fire up an approved web browser (Internet Explorer 6 or higher or Firefox versions prior to 3.5), log in, and the iConference was underway. There were three main areas of the iConference:
How did I find out about this resource? By chance, I was navigating the FPA national website looking for information related to my position as the incoming Technology Director for the FPA DFW chapter. Set over in the FPA News Brief section is a single-line link titled FPA President Part of Forbes.com Regulatory Webinar. I clicked the link and learned of the iConference.
Registration to the iConference is $75, but FPA members can attend the iConference for FREE. Here’s how.
If you’re like me, you had no clue this summit was underway this week. This is a shame, as judging from Marion’s tweets and the agenda for the remainder of the summit, Financial Behavior in Retirement looks to be an outstanding conference. Just take a glance at a short list of who is presenting:
David E. Adler
Karen Schaeffer, CPA, CFP®
Susan Bradley
Deena Katz, CFP®
Harold Evensky, CFP®
So here’s a quick peek at the tweets sent over the course of Monday’s sessions. Most have been tagged with #FBR2009 (I’ve edited them for legibility):
Advisers who were unable to attend the Schwab IMPACT® 2009 Conference this week can still benefit from the myriad of presentations offered during the event.
Schwab has uploaded a majority of the conferences presentation materials to this website. Slide handouts can be downloaded for free and many of the presentation audio recordings can be downloaded for $15 each.
Also, many conference attendees are providing live updates from the event through Twitter. Follow tweets from the following individuals and companies for more information, or search for updates containing the #IMPACT09 hashtag.
There’s a good discussion going on over at the FinancialPlanning.com discussion boards on CFP® Examination review materials. Part of the conversation includes advice on how many hours should be devoted to studying and preparing for the 89 topic exam.
Since many of the subscribers and visitors to FPPad.com are CFP® Certificants, I set up a poll to get a sample of how many hours others have spent preparing for the exam. I spent about 200 hours preparing for the July 2008 exam.
This is a pretty prominent ad and must have cost a pretty penny to run in the WSJ. Perhaps Northwestern believes the newly unemployed will consider making a career change into personal financial planning…
I submitted my education and experience requirements in Dec 2007. The letter from the board indicates 20 business days (aka a month) of processing time. I called the Board to ask if this is 20 days from when they got it or 20 days from 15 January 2008 (the date on the letter they sent us). I was told, 15 January. You think the wait ends then. Nope. I was told that assuming those documents are in good order, then they will request a background check from FINRA/SEC which could take 4-6 weeks. So here is the time line. By 15 February you should know if your education/experience requirements are completed. Then around mid to late March your background check should be complete. Wow.. is that crazy or what? For those of you with your CFP, was the turnaround from exam pass notification this slow? Patience is a virtue that I hate to harvest…
I’m going to list my experience as a guide to others looking for more information on how long the official certification process may take.
Since I bought a new webcam (the Logitech QuickCam Pro 9000), I’m going through the learning process of using it. I’ve used Gmail video chat, downloaded Skype, and now I’m posting my first vlog here at FPPad.com.
Check it out below and let me know what you think (be kind!)
Disclaimer: No company productivity was harmed during the making of this film. This is totally a personal endeavor; besides, I was the first one in the office this morning!
Finished column number two, adding commentary to advisors4advisors.com on delegation, & launching a new research project. 'Twas a busy week! Twitter Link: 9 hours ago
Update 12/22/2009: I uploaded a PDF of tweets containing the #FAiC09 hashtag, as they’re no longer available on the Twitter search site. Paragraphs below were updated.
