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Monkeys Go Home

Inside Information

JULY 31, 2022

Currently there are no minimum standards for competency or ethics for those professing to be financial planners. I’m meeting all the highest ethical standards. Just like medicine or dentistry, law or accounting, this profession is a noble one, and it deserves respect. I’m delivering high quality plans to my clients.

Financial Planner 45
Financial Planner Financial Planning Ethics CFP 45
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

CFP 59
CFP Financial Advisor Financial Planner Ethics 59
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