MenuFollowing the publication of a recent media article, the FPA would like to clarify its position on licensees and the licensing system.
“Licensee/dealer groups play an important role in supporting financial planners so that they can provide best practice quality advice to their clients,” said Dante De Gori CFP®, CEO of the FPA.
“The FPA does not have a policy position advocating for self-licensing as a preferred licensing model and maintains its position as being neutral and agnostic regarding the licensee model structure.
The role of a licensee is critical to the current regulatory system and each financial planner must decide which licensee structure and/or business model works best for them and their clients.”
The FPA apologises for any confusion caused with recent commentary in the press regarding this issue.
