Literaturnachweis - Detailanzeige
| Autor/inn/en | Chong, James T.; Jennings, Penelope R.; Phillips, G. Michael |
|---|---|
| Titel | An Overview of Fiduciary Standards and Suitability for Financial Planning Students |
| Quelle | In: American Journal of Business Education, 8 (2015) 2, S.107-110 (4 Seiten)
PDF als Volltext kostenfreie Datei |
| Sprache | englisch |
| Dokumenttyp | gedruckt; online; Zeitschriftenaufsatz |
| ISSN | 1942-2504 |
| Schlagwörter | Financial Services; Financial Policy; Interdisciplinary Approach; Instructional Materials; Federal Regulation; Federal Legislation; Educational Practices; Business Administration Education; National Standards; College Programs |
| Abstract | Financial planning is an interdisciplinary field including finance and business law topics. Consequently, standard pedagogical resources often omit topics that fall between these fields. To address a key gap in educational materials for financial planning students and faculty, this article reviews recent regulatory developments for financial planning students, including strengthened fiduciary standards and FINRA suitability requirements. The discussion introduces FINRA 2090, FINRA 2111, the Uniform Prudent Investor Act, and other widely adopted fiduciary-oriented model laws. The article concludes with a discussion of implications for financial planning professors and students. (As Provided). |
| Anmerkungen | Clute Institute. 6901 South Pierce Street Suite 239, Littleton, CO 80128. Tel: 303-904-4750; Fax: 303-978-0413; e-mail: Staff@CluteInstitute.com; Web site: http://www.cluteinstitute.com |
| Erfasst von | ERIC (Education Resources Information Center), Washington, DC |
| Update | 2020/1/01 |
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