In order to maintain the rights and privileges of being a Certified Financial Planner I must complete the required continuing education requirement which included general and technical credits. In addition the Financial Services Commission requires continuing education credits be acquired in order to maintain a life insurance license.

That being said it is not terribly difficult to obtain these credits since the field is in a constant state of change and I must attend courses and seminars in order to keep up to date on recent developments and maintain a higher level of knowledge on specific subject matter.

This past year I had attended the following seminars/conferences:

Independent Financial Brokers 2006 Spring Summit
Vision Works Financial Planning Training

I also keep up to date on issues in financial planning through subscriptions to:

• Investment Executive
• Advisor's Edge
• Forum

Regular email updates provided by:

• Globeadvisor
• Investment Executive
• CCH Tax and Financial Monthly
  

   

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