TITLE

Was It--or Wasn't It?

PUB. DATE
August 2007
SOURCE
Journal of Financial Planning;Aug2007, Vol. 20 Issue 8, p14
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article poses questions related to professional ethics, some of which arose at the publication's 2007 Financial Planning Association Retreat. At that event financial planner Joel Weiner gave a presentation that included several case studies on ethics. The article asks readers to provide their impressions of them. Additionally, the article posits several other questions. What ethical lapses commonly arise in financial planning? How do planners handle conflicts of interest? Is there any difference between "professional ethics" and "ethics for professionals?" An Internet address is provided at which readers can participate in a forum.
ACCESSION #
26087917

 

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