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The Financial Planning Association said it will push for the term “financial planner” to have a legal definition, which would require individuals using the designation to meet certain standards. So reports Financial Advisor.
This multi-year effort, if successful, would also help protect consumers. Currently, anyone can call themselves a financial planner.
The group did not provide many details about its push to carve out a legal definition for the title, but did say it does not expect to introduce any legislation until 2024. The group’s chief executive did say it is open to either a federal approach or a state-by-state approach.
Read the full article from Financial Advisor.
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