Journal of Financial Planning

September 2020  I  Volume 36  I  Number 9

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Journal in the Round: Regulation – An opportunity, not a burden

September 23, 2020 | 2 p.m. ET
To help members comply with the new CFP Board Code of Ethics and Standards of Conduct, FPA released a compliance toolkit, that includes a model fiduciary engagement agreement, financial action plan, and more. Join Paul Brahim, CFP®, 2020 member of the FPA Member Advocacy Council, and Rochelle Truzzi, managing director at Hardin Compliance Consulting, as they explain how the toolkit helps financial planners manage regulation in their businesses and how to leverage regulation practices to grow their business.

Cover Story

2020 Regulatory and Advocacy Update

by FPA Staff
Click here for article

Journal of Financial Planning

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