Friday, December 13, 2013

Under the arrangement, not dissimilar to earlier pilots run with dealer groups, planning practices r

FPA referral deal with Cbus | Money Management
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Under the arrangement, not dissimilar to earlier pilots run with dealer groups, planning practices registered as FPA Professional Practices which meet "select professional and geographic location criteria" will receive referrals from "eligible" Cbus members seeking financial planning services. 
Cbus chief executive David Atkin said the pilot referral service would allow members to access professional planning services delivered by Certified Financial Planner pricesmart guatemala practioners operating within an FPA Professional Practice. 
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