TITLE

Life in the World of Written Practice Standards

AUTHOR(S)
Pichette, Richard G.
PUB. DATE
November 1999
SOURCE
Journal of Financial Planning;Nov99, Vol. 12 Issue 9, p88
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article highlights the areas that should receive increased attention from Certified Financial Planners Board of Standard Inc., CFP, licensees in the post-standard era in the financial planning world. One cannot overemphasize the importance of a clear and precise engagement letter that defines the scope of the professional's service obligation. In the final analysis, however, the promulgation of written standards, and their adoption, help to define who you are or hope to be as a profession. It reflects growing professional self-confidence in the services provided. The only cautionary note is that to the extent that it is professionally identified oneself both internally and to the outside world, it should be in accordance therewith and be in a position to prove to third parties that it is done.
ACCESSION #
2502010

 

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