Your Voice

Olson, Harry A.; Kahan, Scott M.; Ungar, Alan B.; Coombs, Ben; Aumack, Shirley J.
September 2002
Journal of Financial Planning;Sep2002, Vol. 15 Issue 9, p24
Academic Journal
This section relates the views of financial planners in the U.S. regarding the issue on the regulation of financial planners as of September 2002. According to Shirley J. Aumack, she doesn't believe it is possible to use words to define any profession. Second, the most important aspect of any occupation or profession is integrity and ethics, and that a financial planner should be available for consultation and advice when clients need it. Scott M. Kahan believes that it's important that people understand that without the membership divisions, the merger would never have happened, and that without divisions , the industry cannot fully support their desired goals revolving around the certified financial planner (CFP) marks and also be inclusive. Kahan adds that what the Financial Planning Association (FPA) created is not working as it should, and by eliminating divisions and providing additional benefits for CFP members, FPA can reach its goals.


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