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    Statement on Standards in Personal Financial Planning Services

    Exposure Draft Information on the Statement on Standards in Personal Financial Planning Services.
    Published on September 17, 2014

    Professional Responsibilities

    Overview An overview of the professional responsibilities and standards associated with personal financial planning services.
    Published on July 30, 2014

    Financial Services Reform

    News Stay up to date on legislative and regulatory issues relating to financial services reform.
    Published on February 25, 2015

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