Attendees should be working in a large firm environment that practices financial planning and has 300 or more financial planners/advisers. The job function of attendees should be:

• Executive or manager responsible for financial planning education and training.
• Executive or manager responsible for financial planning or investment advisory compliance.
• Executive or manager responsible for overseeing the delivery of financial planning.
• Executive or manager responsible for a financial planning department or business unit.
• Executive or manager responsible for sales management of financial advisers.
• Executive or manager responsible for marketing or sales of financial planning services.

Relevant credentialing and standard setting bodies are invited to send one executive representative.

If you are unsure if this event is appropriate for you, please contact Lucy Solomon at Lucy.Solomon@FPAnet.org.