The first test to determine if the statement (SSPFPS No. 1) is applicable to a member is to see if the member makes personalized recommendations in one or more of a broad list of planning activities, broadly grouped under the description of personal financial planning services. If the member makes personalized recommendations, the next inquiry is whether the member represents to the public or to clients that he or she provides personal financial planning services. If the member makes such
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Standards in Personal Financial Planning Services (SSPFPS) Flowchart
Mar 28, 2022 · 483.9 KB Download
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