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Free Attendance to Forbes Advisor iConference for FPA Members

Posted on December 3, 2009 by in Professional Development, Technology

I had no idea that Forbes puts on a totally web-based event they call the Advisor iConference. Forbes held an iConference in June titled Building Wealth With Innovative Ideas and Advice and the content is now available on-demand (click the link to register).

On December 9th, another iConference is being offered titled Building A Rebound-Ready Game Plan.

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.

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We’re Featured in the Top 10 Twitter Feeds for Career-Minded Advisers

Posted on December 2, 2009 by in Professional Development, Technology

This is my own blog, so every once in a while I get to do some shameless self-promotion.

Today, my Twitter feed @BillWinterberg is featured in FINS from The Wall Street Journal as one of the top 10 Twitter feeds for career-minded advisers to follow.

Here’s a quick snapshot of my listing (click the snapshot for the full article):

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Whose Behavior Needs to Change: Advisers or Clients?

Posted on November 17, 2009 by in Professional Development

Marion Asnes, editor in Chief of Financial Planning magazine, is tweeting live from this week’s Financial Behavior in Retirement Summit in Philadelphia, PA.

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):

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Download Education Session Materials From Schwab IMPACT® 2009

Posted on September 15, 2009 by in Professional Development

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.

CFP® Certificants: How Long Did You Study?

Posted on May 12, 2009 by in Professional Development

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.

Take our poll below (if vieweing in an RSS reader, click here to submit your answer):

[polldaddy poll=”1614697″]

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Two Webinars to Survive the Economic Crisis

Posted on March 5, 2009 by in Professional Development

I highlight two webinars to be held on March 6 to help advisers survive the economic crisis.  View this vlog entry on YouTube.

Huge Northwestern University CFP® Education Program WSJ Ad

Posted on February 5, 2009 by in Professional Development

Did you happen to notice the huge ad from Northwestern University about their CFP® Education program in today’s Wall Street Journal?

Click on the thumbnail to view the full ad.

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…

 

Related Posts:

How Long Does it Take to Complete the CFP® Certification Process?

Posted on January 28, 2009 by in Professional Development

Earlier this week, “BigA” asked in part:

For those of you with your CFP, was the turnaround from exam pass notification this slow? 

Here is the complete comment from November CFP® Certification Examination Results Mailed:

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.

Step 1: Getting Results

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My First Vlog: Mid Winter Conference and FPA DFW Career Day

Posted on January 26, 2009 by in Professional Development

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!)

For my email subscribers, click here to view on YouTube.

Links from the vlog:

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!

November CFP® Certification Examination Results Mailed

Posted on January 14, 2009 by in Professional Development

For those of you wondering when to expect to receive your November CFP® Certification Examination results, CFP Board mailed them yesterday, January 13.  See the note from their website:

Best of luck to those waiting for results!

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