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FINANCIAL PLANNING DISCLOSURE (FPD)Part I: Contact Information Clients Name and Contact Information: B. Certificate and Employers (if applicable) Contact Information: J. Russell Armstrong, CFP, AIS

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What is financial planning disclosure fpd?

Financial Planning Disclosure (FPD) is a document that provides information about the financial planning services offered by a financial planner or advisor.

Who is required to file financial planning disclosure fpd?

Financial planners or advisors who offer financial planning services are required to file financial planning disclosure (FPD).

How to fill out financial planning disclosure fpd?

To fill out financial planning disclosure (FPD), the financial planner or advisor must provide details about the services offered, fees charged, potential conflicts of interest, qualifications, and other relevant information.

What is the purpose of financial planning disclosure fpd?

The purpose of financial planning disclosure (FPD) is to provide transparency to clients about the services offered by a financial planner or advisor, including potential conflicts of interest and fees charged.

What information must be reported on financial planning disclosure fpd?

Information that must be reported on financial planning disclosure (FPD) includes services offered, fees charged, conflicts of interest, qualifications, and any other relevant information.

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