The FPA Is Collecting Definitions Of Just What "Financial Planning" Really Entails - Weigh In!

Monday, March 07, 2011 21:14
The FPA Is Collecting Definitions Of Just What

Tags: financial planning

The CFP Board curriculum is well defined, but beyond that, the boundaries of "financial planning" are vague if not actively slippery. The FPA aims to fix that.

This Website Is For Financial Professionals Only


In order to start digging a moat around financial planning as a profession -- and differentiate "real" planners from everyone who just claims to help clients with their financial lives -- the FPA is canvassing definitions from members and non-members alike.


The FPA in particular came out strongly in favor of defining and getting formal regulation for planners a few months ago, but the GAO passed the buck.


Now, the trade group is taking the issue in its own hands. You can read its white paper and submit your thoughts here.


Deadline is March 31.




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