The alleged violations include improperly disclosing forms of compensation, recommending unsuitable investments, and helping individuals cheat on Life Underwriter Training Course exams.
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The Certified Financial Planner Board has taken disciplinary action against 23 planners, including yanking the CFP designation from three individuals. So reports FinancialPlanning.
The alleged violations include improperly disclosing forms of compensation, recommending unsuitable investments, and helping individuals cheat on Life Underwriter Training Course exams.