Retreat 2016

For financial planning to continue to emerge as a true profession, we must ensure that our best practices are based on the best available science, rather than custom and received wisdom. While this doesnt require that all practitioners become scientists, it does require the ability to recognize and evaluate research-based writing. During this session we will review the key elements of research-based writing in financial planning and offer techniques for evaluating and incorporating it into your daily practice of financial planning.

Learning Objectives:

  • Distinguish between informal and research-based writing in financial planning.
  • Better use research-based writing by understanding the nature of the research question and the methodology by which it was tested, as well as the ability to evaluate the ultimate findings.
  • Incorporate the results of research-based writing into their daily work with clients.
Course Information
Course Date:
April 26, 2016
How to Read and Apply Research-Based Writing
Speaker Information
Dr. Dave Yeske   [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$19.00
Non-Member Price:$19.00