Sticking to Our Principles

Moisand, Dan
May 2009
Journal of Financial Planning;May2009, Vol. 22 Issue 5, p32
Academic Journal
The article discusses standards for financial planners enunciated by the Financial Planning Coalition (CRP). Among the CRP's guiding principles are a commitment to transparency and fiduciary accountability in delivering services, regulation and certification of planning professionals, clear public recognition of planners and the standards to which they adhere, and public acceptance of financial planning as a profession, and of the benefits it provides to consumers. The author discusses these aims and the communications he has received from other planners about them.


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