For new Members of the Profession – Give the Gift of Mentorship:

FPA Introductory Rate for New Members of the Profession: If you have employees or partners that are new to the profession, the FPA offers a reduced cost membership for these new individuals to the Financial Planning Profession.  You will get a $100 discount on their membership, by using Promo code N2P2011.  See our website for details.

Nominate a Colleague for “Heart of Financial Planning Award”:

Great promotional opportunity for your firm or team. Details about the “Heart of Financial Planning Award is available at the Between the Issues feature story

The Heart of Financial Planning Award is not just any old form of recognition. It's an esteemed acknowledgement of an individual or a group who has used FPA's Core Values of integrity, competence, dedication to relationship building and stewardship to contribute to the financial planning community and/or the public. To nominate an individual or team - send in the nomination form -   “short nomination form”

About the Heart of Financial Planning Award:

The award recognizes individual professionals (e.g. CFP®, attorney, professor, journalist), financial planning firms, FPA chapters, or organizations who engage in extraordinary work, contributing and giving back to the financial planning community and the public through financial planning. Award recipients embody the heart of financial planning and represent FPA's Core Values. Award recipients will be recognized at FPA Experience 2011 as well as through other FPA media outlets (press release, social networking sites, etc.).

FPA Requests your help to encourage a Fiduciary Standard:

FPA and the Financial Planning Coalition are asking financial planners to sign a petition to encourage the Securities and Exchange Commission to move forward with plans to extend a fiduciary standard of care to broker-dealers who provide personalized investment advice. The petition stresses the importance of putting customers’ interests first by establishing a strong and uniform fiduciary standard of care for the delivery of investment advice.  We believe that requiring more financial professionals to adhere to the fiduciary standard of care will help reduce consumer confusion about which financial professionals are subject to which standards. Please click on the attached link to sign the petition and support our efforts to improve investor protections. You can click here and show your support for the fiduciary standard by signing the petition today.

CFP Board Launches the New Public Awareness Campaign:

Increasing public awareness is central to CFP Board’s mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. In November 2010, CFP Board’s Board of Directors authorized the organization to proceed with its first large-scale public awareness campaign to raise the awareness of CFP® certification. The campaign was released in April 2011, with advertisements in national print publications, in online resources, and on national cable television channels featuring the public service website www.letsmakeaplan.org.

CFP® Professionals: Learn more about the campaign's development and implementation, view and download materials you can use to extend the reach of the campaign, and access new CFP^® certification mark artwork through our public awareness campaign toolkit.

CFP Board's first large-scale Public Awareness Campaign to increase awareness of CFP^® professionals includes this 30-second television advertisement, which will be broadcast during 2011 on national television channels including CNN, ESPN, Fox News, HGTV, The History Channel, MSNBC and The Travel Channel.

Are you thinking about becoming your Own RIA?

The Ohio Division of Securities is offering an Investment Advisor Orientation on May 19 at the Carew Tower at 10:30am on the 36th Floor. Seating is limited.  Learn what is involved in becoming a State Registered RIA.  Contact Michelle Conrad for details and reservation.

FPA Online Conference

Follow the Dollar

"Follow the Dollar" is a self-paced, online educational presentation that follows a mutual fund investment from initial purchase to the point where a portfolio manager invests those monies on behalf of the mutual fund.

In tracking the path of a single fund investment, we review the basic process of purchase and redemption transactions, the relevant players at each step of the process, and the key areas of risk and risk mitigation along the way.

We encourage you to direct your colleagues and clients seeking an easy-to-understand, concise view of the process to www.seic.com/FollowTheDollar.

Discounted Tuition of AIF Training

Now is the time to...

• Learn how to confidently uphold fiduciary responsibilities and manage risk by attending the nation’s leading programs of instruction in investment fiduciary responsibility – fi360’s AIF® and AIFA^® Training programs.
• Join the nearly 4,000 other financial professionals who are using the AIF or AIFA professional designation to communicate their unique fiduciary expertise.

Remember, as an Cincinnati FPA member, you’ll save 15% - 20% on fi360’s Capstone AIF and AIFA Training programs.

Additional benefits of the Training and Designations:

1. Receive six months of complimentary student access to the fi360 Platinum Toolkit, which aids advisors in delivering a procedurally prudent and documentable process through a turn-key system that is easy to use, easy to replicate, and easy to understand. 
2. Earn between 7 and 23 hours of continuing education credit for other professional credentials 
3. Designees are eligible for exclusive premium discounts on professional liability insurance and a wide variety of relevant industry products and services. 
4. And much more 

Contact fi360 Today: Carl Becker 412-221-0292 ext. 228.

2011 Training dates:
(Note: San Antonio Training is pre-conference.  The fi360 Conference is the evening of May 4 through the afternoon of May 6th)