FRA Releases Best Practices for Rules of Conduct

Thompson, Duane
January 2009
Journal of Financial Planning;Jan/Feb2009 Practice Management, p5
Academic Journal
The article reports that the Financial Planners Association (FPA) released a document covering best practices for rules of conduct on January 1, 2009. The practices are the work of a task force appointed by former FPA president Mark Johannessen in 2008. The practices are aimed at helping financial planners deal with clients in an ethical manner.


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