In this episode host, Belle Osvath, CFP®, interviews James Lee, CFP®, CRPC®, AIF® the current President of the Financial Planning Association (FPA) which is the leading membership organization for Certified Financial Planner™ professionals. James talks about the FPA’s pursuit of title protection for financial planners, essentially regulating by law who is allowed to call themselves a financial planner.

They discuss the reasoning behind the FPA Board’s initiative and how the change will benefit the entire profession as well as the general public. James is a passionate advocate for the planning profession, and he shares how he sees planners affecting not only their client’s lives but impacting our society as a whole. He also reveals his vision for the future of our profession which may surprise you.

Links:

Linked In: linkedin.com/in/jamesleecfp
Email: jameslee@leemgt.com

FPA NCA News & Events: fpanca.org

Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

Ep. 19 How the FPA is Redefining ‘Financial Planner’ - James Lee [FPA President]

Smarter Planner Podcast