Industry News

CIFPs wrap-up: Complete coverage from new association’s inaugural conference Fallback Image Decorative pattern

Industry

CIFPs wrap-up: Complete coverage from new association’s inaugural conference

(June 2003) The Canadian Institute of Financial Planners (CIFPs) held its inaugural conference in Huntsville, Ontario, in June, with a strong thematic emphasis on family and community emerging from the two-day event. Taking in education sessions ranging from an update on the state of the CFP designation globally to a roundtable discussion on the definition […]

By Jennifer McLaughlin |June 5, 2003

2 min read

CIFPs conference update: Planner’s Fallback Image Decorative pattern

Industry

CIFPs conference update: Planner’s

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Geller advised not only documenting what you say to clients, but also to use regular stock phrases in your notes. […]

By Jennifer McLaughlin |June 5, 2003

4 min read

SIO conference update: Fund manager offers strategies to combat SRI naysayers Fallback Image Decorative pattern

Industry

SIO conference update: Fund manager offers strategies to combat SRI naysayers

Corporate governance focus seen as opportunity for social investment SRI advisors bemoan lack of product Fund manager offers strategies to combat SRI naysayers SRI – Time for a new name? Bonus tool A template letter to discuss SRI with your clients and prospects Back to CSIC Coverage main page For example, SRI critics are fond […]

By Doug Watt |June 4, 2003

3 min read

CIFPs conference update: Association counting on community, clarity to woo new members Fallback Image Decorative pattern

Industry

CIFPs conference update: Association counting on community, clarity to woo new members

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Costello also outlined some of the future plans for the association, including alliances with the Financial Planners Standards Council and […]

By Jennifer McLaughlin |June 4, 2003

3 min read