news and events
Check out http://www.cnbc.com/…/more-advisors-adding-financial-counse…, which coincides with our guest presentation regarding the AFC credential on April 12 at 5pm.
Mark your calendar for the upcoming NAPFA South Region Symposium in Atlanta. Details http://www.napfa.org/community/2017SouthSymposium.asp
Students will get a special $35 rate if interested in attending the FPA Symposium in Birmingham on November 1. If interested visit http://chapters.onefpa.org/northalabama/annual-symposium/.
Save second Wednesdays this fall at 5pm for online guest speaker events. Online guest speakers for the semester will include: Corey Singletary, CFP from Merrill Lynch to discuss tips for passing the CFP Exam. In October we host Frank Magwegwe, a financial planner from South Africa to learn about financial services there. In November we welcome Dana Chitwood to discuss the Accredited Financial Counselor certification and her work with the Department of Defense.
Congratulation to CSM Assistant Professor K.T. Kim who co-authored the paper “Exploring the Demand for Financial Advice: The Role of Financial Literacy” which has been selected to win the CFP Paper Award for the 2016 ACCI conference. The award will be presented at the upcoming conference this June.
Join CFP Board on Tuesday, November 30 from 12:00 - 1:00 pm (Central Time) for an important webinar addressing upcoming changes to the March 2016 CFP® examination.
Webinar: CFP® Certification Exam Updates in 2016
Monday, November 30, 2015
12:00 - 1:00 pm (Central)
This webinar provides exam candidates with a review of changes that will be implemented with the March 2016 CFP® Certification Examination, and guidance on how best to prepare for the exam. Presented by Isabelle Gonthier, Ph.D., CFP Board's Director of Examinations, this webinar details changes that result from the 2015 Job Task Analysis, including updates to the exam blueprint and changes in the reporting of exam results.
To register for the webinar visit:
The webinar will include time for questions from the audience. Submit questions in advance of the live event by sending them to email@example.com.
A recorded version will be available approximately one week after the live presentation.
Upcoming webinar: What to Expect from the Computer-Based CFP® Exam
Tuesday, September 15, 2015
12:00 noon – 1:00 p.m. (central)
Presented by CFP Board, this webinar will review the online registration process with CFP Board and scheduling your testing appointment with Prometric. In addition, it will cover the full exam day experience beginning with the check-in process and proceeding through to interpreting your preliminary and final exam results.
To register for the webinar, click here. The webinar will include time for questions from the audience. Submit questions in advance of the live event through the registration form or by sending them to firstname.lastname@example.org. A recorded version will be available approximately one week after the live presentation.
Check out the LifeHealthPro article about former UA financial planning student.
The FPA chapter of North Alabama will host the Financial Planning Expo 1-5 on Tuesday, October 6 at the Hoover Public Library. Please email email@example.com by September 15 if you would like to volunteer.