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Weekend Reading For Financial Planners (Dec 17-18) 2022

CFO News Room

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the titlefinancial planner”, CFP Board is more focused on increasing recognition of the CFP marks. Adam is an Associate Financial Planning Nerd at Kitces.com.

Education 130
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FPA’s 2 About-Faces On Financial Planner Title Protection

CFO News Room

But a lawsuit to block the rule ultimately led to it (and the associated Title Protection for “financial planner”) being vacated… by the FPA.

Planning 130