Call for Speakers

Please complete the following form to the best of your ability.

 

Level I: Assumes the participant has little or no knowledge of the areas covered.
Level II: Ideal for the participant with a general knowledge of the content covered.
Level III: Developed for the participant who has a thorough knowledge of the content convered.

Financial Planning Professional
Accountant
Attorney
Banker
Insurance Professional
Investment Manager
Planned Giving Specialist
Stockbroker / Registered Rep
Broker / Dealer Executive
Wholesaler
Other:

General Financial Planning
Retirement Planning
Estate Planning
Ethics and Practice Standards
Gathering Client Data
Insurance Planning
Investment Planning
Tax Planning
Practice Management
Establishing and Defining the Client-Planner Relationship
Analyzing and Evaluating the Client's Financial Status
Developing and Presenting Financial Planning Recommendations and/or Alternatives
Implementing the Financial Planning Recommendations
Monitoring the Financial Planning Recommendations
Other:

CFP Board of Standards
State Insurance
PACE
Legal
NASBA

Yes
No

 

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