detectiontest

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  

Register  

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 Colleg


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. 


Register by September 8th

_________________________________________________________________

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

                            Divorce Planning    Social Security & Medicare