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NAPFA Truly Comprehensive Strictly is a set of standards and guidelines established by the National Association of Personal Financial Advisors to ensure high levels of fiduciary duty and transparency in financial planning.
Financial advisors who are members of the National Association of Personal Financial Advisors (NAPFA) are required to adhere to the Truly Comprehensive Strictly standards.
To fill out NAPFA Truly Comprehensive Strictly, financial advisors must follow the guidelines outlined by NAPFA and provide accurate and transparent information about their services and practices.
The purpose of NAPFA Truly Comprehensive Strictly is to promote high standards of fiduciary duty, transparency, and ethical behavior among financial advisors.
Financial advisors must report information such as their fee structure, investment philosophy, conflicts of interest, and any disciplinary history on NAPFA Truly Comprehensive Strictly.
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