FPA Member Survey on Title Protection
One of the hallmarks of a true profession is recognition of that profession by a government body. Today, while state and federal authorities regulate elements of financial planning, there is no explicit recognition of financial planners in law.
Today, anyone can call themself a financial planner without meeting any threshold competency or ethical standards. This state of affairs is confusing and damaging to consumers.
The Financial Planning Association is determined to seek the legal recognition of the term “financial planner” through title protection to protect consumers, establish financial planning as a recognized profession, and advance the interests of its Members.
FPA would like your input as an FPA Member on the potential threshold standards. Please take 10 minutes to complete the following survey by Friday, March 31, 2023. If you would like additional background information on title protection, please visit the FPA website.
Thank you for your time and attention to this important survey!