As Americans are called upon to take increasingly more responsibility for their financial well-being, the Financial Planning Coalition actively works to educate lawmakers, regulators, and consumers on critical investor protection measures needed to ensure financial planning services are delivered in the public’s best interests.
The Coalition’s efforts – including original research, testimony, comment letters and media outreach – have fostered continued dialogue around financial planning policy issues with key lawmakers and regulators, industry representatives and the media.
Your voice can amplify the Financial Planning Coalition’s objectives. Please consider contacting your Member of Congress and/or Senators, as well as regulators, local news outlets and financial planning trade publications. Please call for:
- The adoption of a uniform standard of fiduciary accountability for any financial professional providing financial planning services.
- Adequate funding of the Securities and Exchange Commission (SEC) – through the federal budget process or the collection of user fees – to ensure the appropriate oversight of investment advisers.
- The regulation of financial planning services, including requiring financial planning professionals to fulfill fundamental competency and ethical standards.
To take part in the Financial Planning Coalition’s efforts: