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Download full textSkurnik, Larry – 1987
A study examined the job functions of certified financial planners, the areas of knowledge needed by new financial planners, the links between these knowledge areas and the job functions of financial planners, and the validity of the examinations currently used by the College of Financial Planning to certify financial planners. A multimethod…
Descriptors: Core Curriculum, Educational Needs, Employment Qualifications, Estate Planning
Davis, Niki – 1998
The Insuring Information Technology Competence project explored ways to improve skills and retrain individuals to exploit information technology (IT) for more effective delivery of financial services. Seven organizations working in the financial services sector in Britain participated. The project was dependent on the organizations' ability to…
Descriptors: Adult Education, Banking, Business Education, Communications
