ICFP in the States

September 1999
Journal of Financial Planning;Sep99, Vol. 12 Issue 8, p11
Academic Journal
Presents updates on the Institute of Certified Financial Planners (ICFP) in the United States in September 1999. Survey on which state plans to adopt a competency examination and waivers for investment adviser representatives; Proposal to require financial planning firms and others with a certified public accountant (CPA) to inform clients of the individual CPA that the firm is not allowed to provide those services.


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