TITLE

FPA Offers New Tools for Going Independent

AUTHOR(S)
Tidwell, Phil; Davis, Nicole
PUB. DATE
March 2009
SOURCE
Journal of Financial Planning;Mar/Apr2009 Practice Management, p30
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses a product called the FPA Going Independent Kit that the FPA (Financial Planners Association) will offer in June 2009. The kit is designed to assist financial planners who are going to experience the transition to an independent business model. Creating a compliance policy manual is also discussed.
ACCESSION #
37007735

 

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