The Profession

April 1999
Journal of Financial Planning;Apr99, Vol. 12 Issue 4, p14
Academic Journal
The article presents news briefs related to the financial planning profession in the U.S. The U.S. District Court for the Southern District of Florida has reached a conclusion in a civil action filed by the Certified Financial Planners (CFP) Board against Florida-based financial planner Pearlena Wallace in which it determined that the CFP and Certified Financial Planner marks are distinctive and famous. The Institute of Certified Financial Planners (ICFP) Practice Standards Task Force has decided to review the revised definition of client as adopted by the CFP Board of Governors.


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