Friday, October 3 |
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8:00 AM - 4:45 PM |
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Academy of Financial Services Annual Meeting, Day 1 |
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| The annual meeting of the Academy of Financial Services brings together academic professionals and practitioners of all levels and disciplines, who are interested in the latest academic thinking on the subject of how to develop, expand and communicate the body of knowledge related to personal financial planning. Discover new ways of thinking and understanding each aspect of personal financial management and education through panel discussions, tutorials and research papers. Additional Workshop Fee Required: $255 for two-day registration |
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8:00 AM - 6:00 PM |
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The Seven Stages of Money Maturity; Two-Day Workshop, Part 1 |
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George D. Kinder, CFP® |
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| In this two-day workshop, learn a new approach to the financial planning process, integrating economic concerns with personal vision. The Seven Stages model helps planners solidify client relationships through skills that deepen the planning relationship and evoke trust. This program provides a powerful diagnostic tool for understanding clients' emotional and ethical relationships with money, resulting in mutual trust and openness between planner and client, helping to diffuse difficult client situations and initiating a powerful transformation towards clarity, ease and self-awareness around money. Additional Workshop Fee Required: $995 for two-day registration Globally Relevant: Yes Career Level: All Competency: Relationship Skills, Communication Skills CFP® Board Topic List: General Principles of Financial Planning, Client Trust & Communication |
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2:00 PM - 7:00 PM |
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Major Firms Symposium Two-Day Symposium, Part 1 |
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| The FPA Boston 2008 Major Firms Symposium will provide strategic and tactical discussions on the issues necessary to create a strong, fluid financial planning culture and present new industry research on best practices, industry benchmarks and the trends and developments in financial planning in the large corporate environment. Registration is complimentary for those that meet the criteria identified for the symposium. Registration includes admittance to the Major Firms Symposium, and to all FPA Boston 2008 regular programming (including general sessions, educational sessions, breakfast sessions, super sessions, lunches, evening receptions and networking activities). Download registration PDF. Click here for full 2008 Major Firms Symposium program information. |
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Saturday, October 4 |
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8:00 AM - 11:45 AM |
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Academy of Financial Services Annual Meeting, Day 2 |
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| The annual meeting of the Academy of Financial Services brings together academic professionals and practitioners of all levels and disciplines, who are interested in the latest academic thinking on the subject of how to develop, expand and communicate the body of knowledge related to personal financial planning. Discover new ways of thinking and understanding each aspect of personal financial management and education through panel discussions, tutorials and research papers. | |
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8:00 AM - 12:00 PM |
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Major Firms Symposium Two-Day Symposium, Part 2 |
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| The FPA Boston 2008 Major Firms Symposium will provide strategic and tactical discussions on the issues necessary to create a strong, fluid financial planning culture and present new industry research on best practices, industry benchmarks and the trends and developments in financial planning in the large corporate environment. Registration is complimentary for those that meet the criteria identified for the symposium. Registration includes admittance to the Major Firms Symposium, and to all FPA Boston 2008 regular programming (including general sessions, educational sessions, breakfast sessions, super sessions, lunches, evening receptions and networking activities). Download registration PDF. Click here for full 2008 Major Firms Symposium program information. |
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8:00 AM - 12:00 PM |
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Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions, Part 1 Half-Day Workshop |
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Herbert K. Daroff, JD, CFP® |
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| CFP Board CE credit: 4.0 (pending approval) | |
| Discover new strategies and techniques to solve your own - or your client's - business transfer needs. Explore traditional solutions to business succession planning and their resulting problems. Daroff presents new succession planning formats that have resulted in successful client outcomes. Participants are encouraged to submit real case studies for use by the moderator.
Session 1: 8:00 a.m. - Noon
This session focuses on the needs and issues related to an individual owner with one or more children either currently active in the management of the business or completely inactive. |
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8:00 AM - 12:00 PM |
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Advanced Investment Strategies Half-Day Workshop |
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Christopher C. Geczy, PhD |
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| CFP Board CE credit: 4.0 (pending approval) | |
| Learn how to employ concepts and strategies taught in Investment Management Consultants Association's Certified Investment Management Analyst (CIMA®) program as a foundation for advanced application strategies and additional investment vehicles for use with clients. The Wharton School's Dr. Geczy will help you gain in-depth knowledge of key asset allocation and investment policy strategies, learn useful roles for derivatives in asset allocation planning and implementation, understand the effect of trading costs on investment performance and how to measure them and learn how to place portfolio construction into the macroeconomic context. Additional Workshop Fee Required: $145 (member); $185 (non-member) for morning session registration Globally Relevant: Yes Career Level: II, III Competency: Technical Knowledge CFP® Board Topic List: Investment Planning |
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8:00 AM - 3:00 PM |
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Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions Full-Day Workshop |
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Herbert K. Daroff, JD, CFP® |
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| Discover new strategies and techniques to solve your own - or your client's - business transfer needs. Explore traditional solutions to business succession planning and their resulting problems. Daroff presents new succession planning formats that have resulted in successful client outcomes. Participants are encouraged to submit real case studies for use by the moderator.
The morning session focuses on the needs and issues related to an individual owner with one or more children either currently active in the management of the business or completely inactive. |
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8:00 AM - 3:00 PM |
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Advanced Investment Strategies Full-Day Workshop |
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Christopher C. Geczy, PhD |
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| The morning session is on Advanced Investment Strategies where you will learn how to employ concepts and strategies taught in Investment Management Consultants Association's Certified Investment Management Analyst (CIMA®) program as a foundation for advanced application strategies and additional investment vehicles for use with clients. Gain in-depth knowledge of key asset allocation and investment policy strategies, learn useful roles for derivatives in asset allocation planning and implementation, understand the effect of trading costs on investment performance and how to measure them and learn how to place portfolio construction into the macroeconomic context. The afternoon session will feature Alternative Investments where Wharton's Dr. Geczy will review how alternative investments can better diversify clients' portfolios and reduce risk. Understand the risks and opportunities offered by private equity, hedge funds, real estate and other alternative investments along with the value proposition of funds and how to analyze their benefits. Master current investment concepts such as "portable alpha" and 130/30 investments, and learn to source alternative investments. Identify the sources of value from alternatives and learn to incorporate alternatives into investor portfolios including non-accredited/qualified investors. |
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8:00 AM - 3:15 PM |
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The Seven Stages of Money Maturity; Two-Day Workshop, Part 2 |
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George D. Kinder, CFP® |
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| CFP Board CE credit: 9.0 (pending approval) | |
| In this two-day workshop, learn a new approach to the financial planning process, integrating economic concerns with personal vision. The Seven Stages model helps planners solidify client relationships through skills that deepen the planning relationship and evoke trust. This program provides a powerful diagnostic tool for understanding clients' emotional and ethical relationships with money, resulting in mutual trust and openness between planner and client, helping to diffuse difficult client situations and initiating a powerful transformation towards clarity, ease and self-awareness around money. Additional Workshop Fee Required: $995 for two-day registration Globally Relevant: Yes Career Level: All Competency: Relationship Skills, Communication Skills CFP® Board Topic List: General Principles of Financial Planning, Client Trust & Communication |
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8:30 AM - 12:00 PM |
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Developing a Financial Planning Framework for Clients with Canadian and/or US Interests Half-Day Workshop |
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Terry F. Ritchie, RFP, EA, TEP |
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| CFP Board CE credit: 3.5 (pending approval) | |
| An estimated 20- to 30,000 Canadians move to the United States every year, and it is assumed the reverse is true as well. While it's easy to move across the border and feel at home, many financial planning issues are very different. If they are not handled before moving, they can result in hassles and financial losses to clients. Learn about the differences, sources of additional information and how to best serve clients moving permanently or temporarily between Canada and the United States. Additional Workshop Fee Required: $145 (member); $185 (non-member) for half-day workshop registration Globally Relevant: Yes Career Level: All Competency: Technical Knowledge, Critical Thinking CFP® Board Topic List: Income Tax Planning, Retirement Planning, Estate Planning |
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12:30 PM - 3:00 PM |
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FPA Press Author Symposium Half-Day Workshop |
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Panel: William P. Bengen, CFP®, Marc S. Freedman, CFP®, and David K. Goad, ChFC |
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| CFP Board CE credit: 3.0 (pending approval) | |
| The Third Annual FPA Press Author Symposium brings together FPA Press authors, their books and their readers. Bill Bengen shares new strategies for increasing retirement withdrawal rates without increasing risk. Marc Freedman describes the mass affluent market and presents a formula for financial planning. David Goad explores internal succession and its popularity among planners for transferring business value. The first 150 registered attendees will receive copies of all three books, courtesy of Symposium sponsor LPL Financial. With no cost to attend and the potential to earn 2.5 CFP® Board CE credits, this is a must-attend event. Additional Workshop Fee Required: No Globally Relevant: Yes Career Level: II Competency: Business and Practice Management, Relationship Skills, Sales and Marketing CFP® Board Topic List: General Principles of Financial Planning, Client Trust & Communication |
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1:00 PM - 3:00 PM |
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Business Succession Toolbox: The Nuts and Bolts of Structuring, Valuing and Funding Business Transitions, Part 2 Half-Day Workshop |
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Herbert K. Daroff, JD, CFP® |
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| CFP Board CE credit: 2.0 (pending approval) | |
| Discover new strategies and techniques to solve your own - or your client's - business transfer needs. Explore traditional solutions to business succession planning and their resulting problems. Daroff presents new succession planning formats that have resulted in successful client outcomes. Participants are encouraged to submit real case studies for use by the moderator.
Session 2: 1:00 p.m. - 3:00 p.m. The session addresses the challenges facing multiple business owners with children currently active in the management of the business or completely inactive. Additional Workshop Fee Required: $145 (member); $185 (non-member) for afternoon session Globally Relevant: Yes Career Level: All Competency: Business and Practice Management, Technical Knowledge, Sales and Marketing CFP® Board Topic List: Insurance Planning & Risk Management, Employee Benefits Planning, Income Tax Planning, Retirement Planning, Estate Planning |
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1:00 PM - 3:00 PM |
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Alternative Investments Half-Day Workshop |
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Christopher C. Geczy, PhD |
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| CFP Board CE credit: 2.0 (pending approval) | |
| Review how alternative investments can better diversify clients' portfolios and reduce risk. Understand the risks and opportunities offered by private equity, hedge funds, real estate and other alternative investments along with the value proposition of funds and how to analyze their benefits. Master current investment concepts such as "portable alpha" and 130/30 investments, and learn to source alternative investments. Identify the sources of value from alternatives and learn to incorporate alternatives into investor portfolios including non-accredited/qualified investors. Additional Workshop Fee Required: $145 (member); $185 (non-member) for afternoon session registration Globally Relevant: Yes Career Level: II, III Competency: Business and Practice Management CFP® Board Topic List: Investment Planning |
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1:00 PM - 3:00 PM |
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Leading the Profession: A New Code of Ethics for CFP® Professionals Half-Day Workshop |
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Daniel J. Candura, CFP® |
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| CFP Board CE credit: 2.0 (pending approval) | |
| Examine real-life ethical issues facing financial professionals today with emphasis on the 2008 updates of CFP® Board's Standards of Professional Conduct. Understand changes in the new code and their effect on your ethical decision-making in a professional practice. Also learn how the new fiduciary standard of care can trigger additional ethical requirements, gain valuable knowledge by participating in several group exercises to explore ethical problems and discuss solutions, and learn from each other through group discussion and problem solving. Additional Workshop Fee Required: $145 (member); $150 (non-member) for half-day workshop registration Globally Relevant: Yes Career Level: All Competency: Critical Thinking CFP® Board Topic List: General Principles of Financial Planning |
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1:00 PM - 3:15 PM |
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Diversity Summit |
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| On Saturday, October 4, join fellow planners and leaders in the financial planning community in an interactive dialogue from 1:00 p.m.-3:15 p.m. to discuss the topic of diversity in our profession. Client and colleague demographics are continually changing and diversifying. All of us can learn how to better work with people of different backgrounds and views. We will discuss and develop specific strategies 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. Let us work together to be an inspired community that transforms lives through our collaboration, inclusiveness and creativity. Come learn-and be part of-what the future of the financial planning profession holds. Open to all FPA Boston 2008 attendees at no cost. | |
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Sunday, October 5 |
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10:30 AM - 12:10 PM |
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Mid-Conference Workshop, Part 1 |
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Boris N. Dimitroff |
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| Examine the best practices and techniques that influence team effectiveness, quality performance and the team members' affiliation with your company. Learn the distinctions between management and leadership, understand the impact of vision statements on the leader and the firm, and the coherent, concise and clear listing of value statements of the organization. Additional Workshop Fee: No Globally Relevant: Yes Career Level: All Competency: Relationship Skills, Communication Skills, Leadership Skills CFP® Board Topic List: Client Trust & Communication |
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2:00 PM - 3:15 PM |
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The Soul of Leadership and Its Impact on Teamwork, Part 2 |
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Boris N. Dimitroff |
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| CFP Board CE credit: 1.5 (pending approval) | |
| Examine the best practices and techniques that influence team effectiveness, quality performance and the team members' affiliation with your company. Learn the distinctions between management and leadership, understand the impact of vision statements on the leader and the firm, and the coherent, concise and clear listing of value statements of the organization. Additional Workshop Fee Required: No Globally Relevant: Yes Career Level: All Competency: Relationship Skills, Communication Skills, Leadership Skills CFP® Board Topic List: Client Trust & Communication |
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