How Differentiation Within the Financial Planning Profession Affects CFP® Practitioners and the CFP Mark

Topics:
Financial Research
Tags:
Finance,
Financial,
Financial Accounting,
Financial Planner,
Financial Planning
Source:
Certified Financial Planner

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Overview: The fact that financial planning is a process and not a product now finds wide acceptance among financial planning groups and financial professionals. Consumers are beginning to understand what kind of services they should expect from someone identifying himself or herself as a financial planner. The research in this paper has shown confusion still exists among members of the public regarding the differences between financial planning and other elements of financial services or related disciplines. For more details, refer the paper.

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Format: PDF | Size: 99KB | Date: Aug 2003 | Pages: 4

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