Tool Kit - for the CFP's

Learn about the 5 model documents in the new Toolkit for CFPs who are members of the FPA.  Paul Brahim, CFP®, AIFA® and Rochelle Truzzi, CFP® share insights both into the new expectations of CFP's in their role as a fiduciary as enforcement nears at the end of June. Paul tells of the work & role of the FPA's Member Advocacy Council (MAC) in representing members interests in proposed CFP Board's & regulatory changes.  

Members can access the Toolkit here: 

https://www.financialplanningassociation.org/lead/advocacy/compliance-toolkit-new-cfp-standards