The CIF Alumni Discussion Forum is a place for CIF graduates and students to discuss and share ideas about issues of Practice Management. We invite you to become an active participant in the board — posting your insights, responding to fellow graduates and financial-planning students and introducing additional topics for discussion. Together we benefit mutually.
It is currently Sat May 18, 2013 11:41 am
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- CIF Alumni Forum
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General Discussion
Introduce yourself, talk about finance in the news, or any topic you wish. - 5 Topics
- 71 Posts
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Last post by ejetton
Fri May 27, 2011 6:06 am
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General Discussion
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Getting Started in the Financial Planning Business
- 4 Topics
- 10 Posts
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Last post by ctowns
Tue Oct 12, 2010 8:28 am
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Getting Started in the Financial Planning Business
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Business and Marketing Plans
- 1 Topics
- 6 Posts
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Last post by ctowns
Tue Oct 12, 2010 8:53 am
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Business and Marketing Plans
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Client Communications
- 1 Topics
- 4 Posts
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Last post by rwlarson
Fri Oct 30, 2009 6:39 am
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Client Communications
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Compliance
- 0 Topics
- 0 Posts
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No posts
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Compliance
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Continuing Education
- 0 Topics
- 0 Posts
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No posts
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Continuing Education
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Custodians and Broker/Dealers
- 0 Topics
- 0 Posts
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No posts
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Custodians and Broker/Dealers
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Employee Benefits
- 0 Topics
- 0 Posts
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No posts
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Employee Benefits
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Estate Planning
- 1 Topics
- 2 Posts
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Last post by kfincher
Tue Sep 07, 2010 2:48 pm
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Estate Planning
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General Industry Issues and Regulations
- 1 Topics
- 1 Posts
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Last post by stenpenn
Tue Dec 22, 2009 5:10 am
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General Industry Issues and Regulations
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Growing a Planning Practice
- 1 Topics
- 4 Posts
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Last post by rwlarson
Fri Oct 30, 2009 7:01 am
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Growing a Planning Practice
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Investments
- 4 Topics
- 14 Posts
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Last post by hstarn
Fri Sep 10, 2010 2:15 pm
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Investments
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Insurance and Risk Management
- 1 Topics
- 2 Posts
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Last post by hstarn
Thu Sep 16, 2010 8:30 am
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Insurance and Risk Management
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Operations and Staff
- 0 Topics
- 0 Posts
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No posts
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Operations and Staff
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Prospecting for Clients
- 7 Topics
- 9 Posts
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Last post by jmccrill
Sat Apr 14, 2012 8:28 am
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Prospecting for Clients
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Public Relations
- 0 Topics
- 0 Posts
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No posts
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Public Relations
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Retirement Planning
- 2 Topics
- 2 Posts
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Last post by hstarn
Fri Sep 10, 2010 9:59 am
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Retirement Planning
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Tax Planning
- 0 Topics
- 0 Posts
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No posts
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Tax Planning
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