CFP Board checks certificants against Finra, SEC databases in wake of WSJ analysis
July 30, 2019 by Mark Schoeff Jr.
The CFP Board will no longer rely on mark holders to reveal their disciplinary histories but instead check regulatory databases itself, the organization said in response to a Wall Street Journal analysis of its consumer-facing website.
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Originally Posted at InvestmentNews on July 30, 2019 by Mark Schoeff Jr..
Categories: Industry Articles
