))
Ep. 19 How the FPA is Redefining ‘Financial Planner’ - James Lee [FPA President]
Manage episode 427240873 series 3584470
Innehåll tillhandahållet av Financial Planning Association National Capital Area Chapter. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Financial Planning Association National Capital Area Chapter eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode host, Belle Osvath, CFP®, interviews James Lee, CFP®, CRPC®, AIF® the current President of the Financial Planning Association (FPA) which is the leading membership organization for Certified Financial Planner™ professionals. James talks about the FPA’s pursuit of title protection for financial planners, essentially regulating by law who is allowed to call themselves a financial planner.
They discuss the reasoning behind the FPA Board’s initiative and how the change will benefit the entire profession as well as the general public. James is a passionate advocate for the planning profession, and he shares how he sees planners affecting not only their client’s lives but impacting our society as a whole. He also reveals his vision for the future of our profession which may surprise you.
Links:
- Linked In: linkedin.com/in/jamesleecfp
- Email: jameslee@leemgt.com
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
---
The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
46 episoder
Dela
