2013, Ethics and Financial Consultant - Financial Advisor Source

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

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. Robert will be on the “for” team.

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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