Rowling’s Appeal To NAPFA Reflects A Deeper Problem In The Movement To Make Financial Advising A Real Profession Hot

agluckagluck  
 
0.0 (0)
Write Review
 
Each segment of the financial services world thinks it is the answer, the designation, the real professional.
 
This myopia obscures commonalities and gets in the way of creating a single profession comprised of practitioners from all the different disciplines of financial advising.  
 
I’m not proposing that CFA Institute merge with CFP Board and the AICPA’s Personal Financial Planning Practice Section. I’m just saying that the different corners of the profession all have to find common ground instead of erecting new barriers the way NAPFA members did to CPA/PFSs.
 
All of these groups need to stop thinking of what’s best for their professional status and start thinking about what’s best for consumers. Finding common ground on ways to help consumers would be a lot more productive than bickering.
 
CFPs, CIMAs, CPA/PFSs, ChFCs, CFAs and lawyers all have the same goal: serving clients well and making a living. Each segment of the profession has something of value to consumers and each other.

This Website Is For Financial Professionals Only


User reviews

There are no user reviews for this listing.
Already have an account? or Create an account

 

Let’s Make This Easy

 

We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

JOIN