Tagged with "tougher standards"

CFP Board Considers Tougher Standards To Look Better to the Public

Posted on February 4th, 2021 at 9:30 AM
CFP Board Considers Tougher Standards To Look Better to the Public

In its quest to become a regulator for financial planners and others. CFP Board has announced the formation of another new committee tasked with reviewing and updating its sanction guidelines and fitness standards.

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We just wanted to say thanks for your work in helping us get back some of the money we lost. We are not by any means rich, but we have saved some money and we have done so through a tight-fisted approach to most everything we do. So losing a significant chunk of money hurt…especially at a time when everyone else was growing their accounts. We really appreciate the work you did.

Allan and Adele

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