Jun 14, 2020
Learn about the 5 model documents in the new Toolkit for CFPs who are members of the FPA. Paul Brahim, CFP®, AIFA® and Rochelle Truzzi, CFP® share insights both into the new expectations of CFP's in their role as a fiduciary as enforcement nears at the end of June. Paul tells of the work & role of the FPA's Member Advocacy Council (MAC) in representing members interests in proposed CFP Board's & regulatory changes.
Members can access the Toolkit here:
https://www.financialplanningassociation.org/lead/advocacy/compliance-toolkit-new-cfp-standards