CFP Financial Planning Process

CFP Board    

Financial service in Washington, United States
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CFP Board was founded in 1985 as a non-profit organization that serves the public interest by promoting the value of professional, competent and …
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Frequently asked questions

Q:
Does CFP Board investigate all complaints filed by members of the general public against CFP® professionals?
A:
CFP Board will review all complaints to determine whether a formal investigation is warranted. If CFP Board determines that the conduct alleged in a complaint does not warrant a formal...
A:
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