April 15, 2014 – Claiming harm to investors by “gaps in the rules governing investment advice”, CFP Board joined other advocacy groups in a letter urging the SEC to “apply the appropriate regulatory standard” to … [Read More...]
Congressman Dave Camp (R-MI), Chairman of the powerful Ways and Means Committee, recently released draft legislation dubbed The Tax Reform Act of 2014 (TRA 2014). TRA 2014 aims at job growth, a simpler and fairer tax code, … [Read More...]
If you’re part of the rush to defer taking the exam until the November computer-based testing (CBT) format begins, take these often overlooked factors into account.
This is the first time the CBT will be offered to … [Read More...]
Student Question from Pam F
Course: Fundamentals of Financial Planning
Question: Hello. My question deals with a situation where a grandparent buys EE bonds for a grandchild and both the grandparent's name and the … [Read More...]