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Breaking News
Financial Planning Coalition Continues to Push for Fiduciary Standard. -
By Kathleen M. McBride, February 1, 2010.
© Copyright 2010 Investment Advisor.
A Summit Business Media publication. All Rights Reserved.
Quest to make financial planning a profession continues. The Financial Planning Coalition is speaking to legislators and regulators about the need to regulate financial planning as a profession, with a requirement that anyone who provides financial planning should adhere to specific competency standards and the fiduciary standard of care. -
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Distribution Planning
The New Normal: Measuring Investors' Impatience.
- By Francois Gadenne, February 3, 2010. © Copyright 2010 Research Magazine. A Summit Business Media publication. All Rights Reserved.
It’s important for advisors to consider clients’ level of impatience when planning for retirement. Change becomes a crisis when you cannot adapt to it in the timeframe available.
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Life Insurance
Make your life insurance sales soar in 2010.
- By Lew Nason
President and Marketing Coach, Insurance Pro Shop, Jr. January 4, 2010
Copyright © 2010 ProducersWEB, Summit Business Media.
During the past three decades, many of the major insurance companies, investment houses, banks, marketing companies, agencies, agents and advisors appear to have forgotten what made the financial services industry ultra-successful throughout the past century.
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Regulation
FINRA Issues Guidance to Firms, Brokers on Communications with Public Through Social Networking Web Sites.
-
January 25, 2010. © 2010 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
Washington, DC — The Financial Industry Regulatory Authority (FINRA) today issued guidance to securities firms and brokers regarding the use of social networking Web sites such as Facebook, Twitter, LinkedIn and blogs to communicate with the public. -
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Wealth Management
Knowing When To Throw Out A Plan.
- Dow Jones, February 05, 2010.
Copyright © 2010, Dow Jones.
(Dow Jones) It shouldn't be surprising that a financial planner preaches the gospel of having a plan. -
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CFP CE Requirements
CFP® Certificants
View CFP CE requirements here.
State CE Requirements
Vermont CE requirements due
Vermont has announced a mandatory LTCI training requirement that applies to all LTCI producers effective March 31, 2010. Producers licensed prior to March 31, 2010 must complete an initial 8-hour course before March 31, 2011. Producers licensed after March 31, 2010 must complete the initial 8-hour course before representing LTCI. Four (4) hours of ongoing training must be completed before March 31st of odd-numbered years beginning in 2013.
The initial training must include two (2) hours of state
specific content including Medicaid. Producers that complete
a course in another state must also take the
Vermont-specific training in a separate 2-hour course.
View requirements here.
South Dakota CE requirements due
South Dakota resident producer license renewals open March 1, 2010 and remain open through April 30, 2010. (You will not be able to renew until March 1st.) Licenses not renewed by the April 30, 2010 deadline with be cancelled.
View requirements here.
Illinois CE requirements due
Effective January 1, 2010, all Illinois resident producers who will renew on or after January 1, 2010 will be required to complete twenty-four (24) hours of CE. Three (3) of the twenty-four (24) hours must consist of classroom ethics.
View requirements here.
Long-Term Care CE
39 states have enacted long-term care training requirements.
BEST has both the 8-hour and 4-hour Long-Term Care (LTC) courses needed to assist you in completing the LTC requirements. Simply go to
www.bestonlinecourses.com/ltc
and select the courses you need for your state.
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Free Downloads
BEST 2010
Financial Data Key
Our 2010 Financial Data Key includes valuable 2010
tax information such as Individual Income, Estate and
Gift Tax Rates that you can access quickly and easily. -
Click here to download and/or print the
Data Key.
For more
detailed tax information, please download our Free 2010 Pocket Tax
Guide at
BEST 2010 Pocket Guide.
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