TITLE

IN THE PROFESSION

PUB. DATE
January 2000
SOURCE
Journal of Financial Planning;Jan2000, Vol. 13 Issue 1, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents news briefs related to financial planning in the U.S. One of the snippets reports that the second-to-last series of practice standards is due for release soon by the Certified Financial Planner (CFP) Board of Standards. Draft proposed standards of Series 500, which focuses on implementation of the financial planning recommendations, were reviewed by the CFP Board of Practice Standards during its two-day meeting in the year 1999. Draft Series 400-1, 400-2, and 400-3, which address the development and presentation of the financial planning recommendations to clients, was modified by the Board of Practice Standards at the same meeting. Another snippet presents information on Elaine E. Bedel, CFP, of Bedel Financial Consulting in Indianapolis, Indiana, and David H. Diesslin, CFP, of Diesslin & Associates in Fort Wonh, Texas, who have been elected to serve on the CFP Board's Board of Governors beginning January 2000. Of the four CFP practitioners seeking election to two seats on the Board of Governors, Bedel and Diesslin received the most votes.
ACCESSION #
18709503

 

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