Advertising, Compliance, Ethics and Financial Planner

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Wright: Well, and to respond to that, if I may.

CFP

CFP Financial Advisor Financial Planner Ethics

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP

CFP Financial Planner Ethics Financial Planning

Financial Advisor Source

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Should you cancel your CFP designation?

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