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Poll Question #6

Last post 03-18-2008 11:03 AM by Nicholas Nicolette. 0 replies.
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  • 03-18-2008 11:03 AM

    Poll Question #6

    The FPA Standards of Conduct Task Force recommended that the FPA Board require a client's best interest standard for FPA member practitioners for all aspects of financial planning except in limited circumstances such as where he or she sells a financial product to a new client where there has been no financial planning provided previously and the planner clearly discloses that advisory services are not being provided.

    Do you agree with this recommendation?

     

    • Yes (100%)
    • No (0%)
    • Total Votes: 4
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