TITLE

ICFP in the States

PUB. DATE
April 1999
SOURCE
Journal of Financial Planning;Apr99, Vol. 12 Issue 4, p12
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article presents an update on the Institute of Certified Financial Planners (ICFP) in the U.S. in 1994. The ICFP is working with local societies to encourage state securities administrators to consider waivers for licensees from investment adviser (IA) representative examination requirements. The ICFP is also opposing the proposed bonds and custody amendments by the National Association of Securities Administrators Association (NASAA), arguing that the definition for custody is overly broad.
ACCESSION #
18903745

 

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