Working title of Session:

Brief Outline of Topic & Session Description:

Learning Objective (Why is it important to attend this session? What will attendees get out of it?):

Length of Session (hours, minutes):

Expertise Level: 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.

Audience (check all who would most benefit from this session.): Financial Planning Professional
Accountant
Attorney
Banker
Insurance Professional
Investment Manager
Planned Giving Specialist
Stockbroker / Registered Rep
Broker / Dealer Executive
Wholesaler
Other:

Subject Matter (check all that apply): 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:

Continuing Education Credit (Has this session been previously approved for continuing education credit? Check only if your session has previously been approved. Choose all that apply.): CFP Board of Standards
State Insurance
PACE
Legal
NASBA

Submitted by:

Speaker Name (as it should appear, including professional designations):

Assistant Name, Phone Number & Email (if applicable):

Company Name:

Title:

Address (including city, state and zip code):

Phone Number:

Fax Number:

E-mail

References (please provide details of previous speaking engagements for this speaker, including a contact if possible):

Cost (what is your typical fee for speaking - if applicable - and do you expect to be reimbursed for travel?)

Are you willing to waive this fee? Yes
No