User:ElissaBuie/Financial Planning
This is a holding place so I can work on this and make it more specifically about the FP Body of Knowledge (and waiting for www.fpbok to be ready to link as a resource).
How the Financial Planning Body of Knowledge Evolves
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Click on picture for presentation.
CHAMPIONS
[edit]The FPA Future of Planning Workgroup (FOPW) has as its purpose to facilitate the growth and evolution of the Body of Knowledge of the Financial Planning Profession. Body of Knowledge for these purposes is defined very, very broadly to encompass all areas of knowledge a financial planner needs to practice the art and science of financial planning, including, but not limited to, the CFP® Board Topics including their addendum Topics, and including business, practice management and career development topics.
[edit]The FPA FOPW will gather Champions who will take on the role of Instigator. Persons with particular interest in one or more areas of knowledge relevant to the practice of financial planning are being invited to join our ranks as a Champion.
[edit]Expectations of Champions will be as follows for 2011:
[edit]- Select one or more areas of interest (existing or proposed knowledge) to Champion.
- Commit to gathering information on the existing resources, issues, questions, research, experts, etc. in this area of interest, and/or to instigating dialog, research or development of resources in this area of interest.
- Perform one or more activites per month to create movement/momentum/energy in their chosen area of interest.
- Report back to the Workgroup at monthly conference calls on the activity(ies) you have performed.
- Be willing and able to participate on LinkedIn, Wikipedia, FPAnet.org, GoToMeeting, and other technology platforms.
ACTIVITIES
[edit]- Post or participate in a discussion on Linked In. (Should this be the regular FPA Linked In or a separate one for the future of planning?)
- Participate in an FPA Blog.
- Edit an entry at the Wikipedia page for Financial Planning - Professional Topics and Resources.
- Link a resource at the Wikipedia page for Financial Planning - Professional Topics and Resources.
- An article or book or white paper
- A conference or conference presentation
- A website
- A planning tool
- A blog or other dialog
- An organization, club or association
- Edit or link to PlaniPedia
- Write an article or white paper.
- Encourage someone else to write an article or white paper.
- Contact a Chair or member of another FPA Workgroup or Team to find out what their group is doing around your area of interest or to share information with them that you think would be of interest to them.
- Offer a Session Topic with expert Speaker recommendation to a Conference Chair, such as
- FPA Annual Conference
- FPA Retreat
- FPA Business Solutions Conference
- AFS Annual Meeting
- Your local FPA Chapter
- Any other Industry or Profession Conference or Gathering (please add specifics)
- Discuss your area of interest with an Academician and find out what (s)he knows is being discussed or researched on this area of interest within the Academic community.
- Suggest your area of interest for further research to an Academician or to the FPA Research Center Team.