COFPA Member Meetings and Events Calendar
Below is the calendar of events for the COFPA. Click here to register for the next meeting.
September Education Meeting
Ethics
Several months ago, CFP Board announced the adoption of an updated Standards of Professional Conduct, declaring a new standard of professional conduct for all CFP® certificants. The impact of the new standards continues to reverberate throughout the financial services industry and the financial planning profession. A reasonable question to ask would be - why? Why has the current revision of a long-standing document caused so much concern? The answer is both simple and complex, and can be identified with one word - fiduciary. For the first time, CFP Board has included a fiduciary standard in the Code of Ethics.
Date: Friday, September 12th
Time: 11:00am-3:00pm
11:00 am - Ask-a-Pro, Eileen Sharkey
11:30 am - Registration
12:00 pm - Lunch and Member Announcements
1:00 pm - Program/Case Study
Location: Denver Athletic Club 1325 Glenarm Street
Denver, CO Map
Cost on or Before September 10th: $25 Members/$50 Non-Members/$25 Students
Cost after Semptember 10th: $35 Members/$60 Non-Members/$25 Students
Speaker: Michael Snowden Faculty College for Financial Planning
Michael Snowdon, a faculty member of the College for Financial Planning, will examine the Code of Ethics - its history, the new standards - including the fiduciary requirement, and whether there is even a need for such a set of standards. We will look at the Board's responses to many of the questions that have been asked; questions you may have yourself. Finally, we will consider the new Code of Ethics and how it impacts clients, CFP certificants, and the entire financial planning profession.
2 CE Credits CFP® / 3 CE Credits INS
(applied for)
September Monthly Meeting Sponsors:
_____________________________________________________________________________
Benefits of the CFP® Credentials
September 9, 2008
Presented by
Financial Planning Association® of Colorado (FPA)
College for Financial Planning®
Metropolitan State College
Date: September 9, 2008
Time: 5:00 pm - 7:30 pm
Location: Maggiano's Restaurant Tech Center Location: 7401 So. Clinton St. Englewood, CO 80112, 303-858-1405. Directions
Cost: $25.00 (dinner will be served in a cocktail table setting with a cash bar)
- Are you considering taking the significant professional step of becoming a Certified Financial Planner®?
- Do you wonder if having the credentials would really help with your knowledge, the way your professionalism is viewed in your community and by your clients, and if your income would likely increase?
- Would you like to spend some time in a relaxed setting with other professionals, good food and drink, and with people who know the answers to these questions?
If so, then please join us for an event designed specifically for you.
Speakers (5-10 minutes each):
- Matthew Elliott - President-elect of the Financial Planning Association of Colorado
- Paul Camp, PhD, CFP® - Chair of Department of Finance Metro State College
- Susie Johnston, CFP® - Practioner with Cherry Hills Investment Advisors & Past-President of FPA Scott Julsen - Corporate Education Specialist, College for Financial Planning™
Reservation is required and space is limited.
_________________________________________________________________
08 Meeting Dates
July 11, 2008 - Denver Athletic Club
August 14, 2008 - Golf Tournament, Lone Tree Golf Course
September 12, 2008 - Denver Athletic Club - Ethics
October 24, 2008 - Financial Planning Symposium
November 14, 2008 - Denver Athletic Club
_____________________________________________________________________________
2008 Meeting Handouts:
January 11, 2008- High Yield Investing & Equity Collars
as an Alternative to Asset Allocation
High Yeild Presentation Equity Collars Presentation
February 8, 2008- 2008 ECONOMIC FORECAST
March 14, 2008 - Divorce Planning and Social Security
