Activities and Projects – Professional Issues Committee

Are you passionate about financial planning? Do you want to help educate federal policymakers about the profession and the important role financial planners play in the lives of their clients? If so, register now to take part in the 4th…

Submitted by Keith Loveland - Professional Issues Committee OLD NEWS. The previous definition of a fiduciary was the four decades‐old five‐part test for determining functional fiduciary status under ERISA. A fiduciary was defined as a person who does not have…

FPA is proud to be the voice for practitioners and all CFP® professionals. The FPA Member Advocacy Council (MAC) is seeking input from FPA members on regulatory and certifying body activities, processes and initiatives. Working in cooperation with those bodies,…