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CFP Board Calls for Restoration of Financial Stability Act

May 18, 2010

On May 18, 2010, CFP Board and five other pro-consumer and public interest groups delivered a letter to members of the U.S. Senate in support of the Akaka-Menendez-Durbin amendment to the Restoring America’s Financial Stability Act, which would direct the SEC to issue rules requiring brokers who provide personalized investment advice to retail customers to have the same fiduciary duty as investment advisers. In the letter, the groups also expressed opposition to another amendment that fails to deliver on the promise of fiduciary protections.

Read the letter to the Senate (PDF, 81KB)

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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