Resource Center
Resource Center

New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine

Thu, May 23, 2019 at 1:05PM

New CFP Board Standards tightens rules for Fee-Only planners as seen in Financial Planning Magazine

The new standards aim to provide greater detail and clarity around compensation models.  They stipulate, for instance, that CFP holders may only describe their practice as fee-only if their firm and related parties don't receive any sales-related compensation in connection with the advisory services the firm provides to clients.

Read Full Article


Bookmark & Share



User Comments


Be the first to comment on this post below!


Popular tags on this blog

#fee-only | CFA Institute | fee-only | fiduciary | FirsTrust | florida fee only | florida fee-only | investor | Paul Smith | podcast | Volunteer |