Should you cancel your CFP designation?
Sara Grillo
SEPTEMBER 12, 2022
Nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. SEC Release 1092 on the Investment Advisers Act of 1940: Applicability of the Investment Advisers Act to Financial Planners and Other Persons Who Provide Financial Services, 45 Wash. &
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