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Extra Credit

By Editorial Staff
September 1, 2009
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September is a month that gets people in the mood for learning. Financial Planning wants to support you as you develop and polish your industry skills. That's why we offer you the opportunity to earn continuing education credits for CFP certification from reading articles in each issue and taking our quiz. Now, those of you who have earned CIMA, CIMC or CPWA designations from the Investment Management Consultants Association (IMCA) can earn CE credits too. Click on the CE Quiz tab at Financial-Planning.com and choose the IMCA quiz option.

There's much for you to share with clients. For example, a report by Lord Abbett's senior economist Milton Ezrati said last spring's stock market bounceback signaled a modest recovery. USAA Wealth Management found that most baby boomers are not planning to convert their retirement assets to Roth IRAs in 2010.

As always, Financial-Planning.com features events designed to keep you up to speed on practice management. Join us for these great sessions:

* 9/22 How to Get More Mileage Out of Your Client Appreciation Events, Katherine Vessenes, 4 p.m. EDT

* 10/8 Building Business Through Better Communication, Teresa Easler, 4 p.m. EDT

* 10/14 What Top Advisors Are Doing to Make More Money in Today's Market, Katherine Vessenes, 4 p.m. EDT

* 10/20 Centers of Influence, Julie Littlechild, 4 p.m. EDT

* 10/29 The Inner Advisor: Strategies for Conquering Negative Self-Talk, Dan Finley, 4 p.m. EDT