TITLE

ICFP in the States

PUB. DATE
September 1999
SOURCE
Journal of Financial Planning;Sep99, Vol. 12 Issue 8, p11
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
2341800

 

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