CFP Board Unveils 6 Public Policy Priorities

CFP Board announced six new public policy priorities aimed at expanding access to fiduciary-standard financial planning, strengthening retirement savings protections and advancing the financial planning profession. Erin Koeppel, CFP Board Managing Director for Government Relations and Public Policy Counsel, explains these priorities represent the areas where the organization believes it can make the greatest impact for clients, CFP® professionals and the profession.

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