October 2001
Journal of Financial Planning;Oct2001, Vol. 14 Issue 10, p26
Academic Journal
Reports the warning of the Certified Financial Planning Board against planner-client loans in the United States. Issuance of the Advisory Opinion 2001-1; Increase of disciplinary cases involving loans between certificant and client; Factors to be considered by the Board of Professional Review on violation of the code of ethics.


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