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British bank Barclays on Wednesday announced plans to axe 1,000 jobs and close its financial planning services unit, while the firm's investment banking division was hit with a £1.
We don't offer investment and financial planning services.
The Standard of Care clarifies the role of a fiduciary adviser subject to the Investment Advisers Act of 1940 and when providing material elements of financial planning services under CFP Board's recently revised Standards of Professional Conduct.
Choices include supplemental health insurance, dental insurance, cancer insurance, term life insurance, vision and prescription drug programs, business financial planning services, and personal and professional liability coverage.
Dalton targets its products and training programs to the professional financial planning industry, including educational providers, candidates for the CFP certification exam, and institutions providing financial planning services to the public.
Financial planning services is one of the core services on which CPAs will focus in the future, according to the AICPA's CPAVision Plan.
To qualify, the main business must be financial planning, all financial planning services must be supervised by a CFP, at least half of the firm must be owned by a CFP and folks giving advice should be a CFP or an associate CFP.
Financial planning services and securities products are offered by First Command Financial Planning, Inc.