Trade Associations

NAPFA Must Do The Right Thing With CPA/PFSs If It Wants To Retain Its Special Role As An Advocate For Consumers

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by SherylCPA     February 08, 2014      0.0 (0)   It's been over a year since the National Association of Personal Financial Advisors (NAPFA) decided to accept as new members only those holding the Certified Financial PlannerTM (CFP®) designation. I was not happy, to say the least, about this decision and need to get this off my chest.   As a CPA/PFS (Personal Financial S

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CFA Level 1 Exam Prep Now Being Offered By The American College, Reflecting The Growing Popularity Of The CFA Designation

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by agluck     December 02, 2013      0.0 (0) If you're interested in completing the CFA Level 1 Exam, you can now study online 24/7 through The American College’s prep site. Level II and III packages will be available in the fall of 2014.

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Charles J. Yang, CFA, Elected Chair Of CFA Institute Board Of Governors

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by agluck     July 17, 2013      0.0 (0) Charles J. Yang, CFA, has been elected the new chair of the Board of Governors of CFA Institute, the global association of investment professionals. Effective Sept. 1, Yang succeeds Alan M. Meder, CFA, who will continue to serve on the Board as immediate past chair. A new board lineup was elected by the membership at the

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NAPFA, In Saying Only CFPs Can Become Members, Snubbed The AICPA, Exposing Fractures In The Movement To Professionalize

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by agluck     December 10, 2012      0.0 (0) The American Institute of CPAs, in a letter emailed to its financial advisor members last Friday, shrugged off an announcement earlier week by the National Association Of Personal Financial Advisors to accept only CFPs as NAPFA members.   “As the professional home for CPA financial planners, the AICPA stands behind our members and

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IMCA Sets Out To Define “Wealth Management” But Critics And Competitors Take Issue With The Definition

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by Robert Powell     November 12, 2012      0.0 (0) The Investment Management Consultants Association (IMCA) last week planted a stake in the ground and defined - for what it says is the first time ever - private wealth advice or wealth management for the financial services industry. IMCA, which is a nonprofit professional association and credentialing organization with more than 8,700 i

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