In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the effort to achieve legal recognition of the term “financial planner" through title protection – the first step to moving from an industry to a profession.

“We believe financial planning is a noble, worthy profession and the title 'financial planner' deserves legal protection," says FPA President Dennis Moore. “Right now, there is no set standard for someone calling themselves a financial planner." 

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