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- Title
Fiduciary Standard for All CFP® Professionals-a Half-Century Journey.
- Authors
Pasztor, James
- Abstract
The newly adopted CFP Board Code of Ethics and Standards of Conduct has been a work-in-progress that started in 1969. Anyone in the financial services field, not just CFP professionals, would be well served to build their practices around the standards outlined in this concise and well-crafted 28-page document. Doing so will be taking advantage of a half-century's worth of hard work and wisdom from dedicated and passionate financial planners who have helped build a profession.
- Subjects
CERTIFIED Financial Planner Board of Standards; FINANCIAL performance; FINANCIAL services industry; RETIREMENT planning; FIDUCIARY responsibility
- Publication
Journal of Financial Service Professionals, 2019, Vol 73, Issue 2, p24
- ISSN
1537-1816
- Publication type
Article