Posts Tagged ‘ conflict of interest ’

MDP Ethics (or “I’m a CFP Again, But Keep it on the Down Low”)


I would like to take this opportunity to announce that I am once again a Certified Financial Planner (CFP).  I took a brief hiatus from this designation but now have re-qualified.  I am now entering my 15th year of CFP-dom.  Read more...

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All A-Twitter about NAPFA & “Fee-Only” Financial Planning


Here is my message today:  A Chicago-based CFP retweeted one of my posts earlier this week.  This compliment was made even stronger when I found that he is in NAPFA. The rest of this post explains what the heck I’m talking about. Twitter According to, Twitter is presently the 10th most popular website on…

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