TITLE

FPA IN THE STATES

PUB. DATE
April 2000
SOURCE
Journal of Financial Planning;Apr2000, Vol. 13 Issue 4, p21
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article reports on happenings with the Financial Planning Associations (FPA) in the U.S. It is reported that the FPA submitted an objection to the National Association of Insurance Commissioners regarding the proposed model language to allow insurance agents to market themselves as financial planners when they offer insurance policies or other advisory services to clients. The support of the FPA on bond exception for advisers with the discretionary authority is also reported.
ACCESSION #
18014025

 

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