Attention certified financial planners: Don’t count on hiding your financial troubles because federal regulators and the CFP Board are all interested in what they may indicate about your trustworthiness.
If you don’t monitor your credit report closely, you may not even know that you’ve been subjected to a lien or other court judgment. Creditors may not have served you with papers properly. Your identity may have been stolen. You may have signed an agreement many years ago, perhaps when moving from one brokerage firm to another.
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