To Act...Like a CFP

Robinson, Jeanne A.; Hughes, Jr., Charles G.
April 2009
Journal of Financial Planning;Apr2009, Vol. 22 Issue 4, p67
Academic Journal
The article discusses developments in the field of financial planning as of April 2009. Topics addressed include the revision of the standards of professional conduct promulgated by the Certified Financial Planner (CFP) Board of Standards and Practices. The revision requires certified financial planners to take a fiduciary level of care when advising their clients. It is said that financial planning is becoming a better recognized and respected profession through a gradual process of increasing public confidence. An overview of the rise of financial planning as a legitimate business is presented.


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