The February 2006 Your ABA e-newsletter has an interesting Eye on Ethics column, Would You Like a Financial Plan With That?:
A lawyer who has an estate planning practice frequently advises his clients to get financial planning advice. Over the years, he has become very familiar with financial planning practices and he realizes that he could establish his own financial planning service that could provide such services to his clients and to the general public. Can the lawyer become a certified financial planner and sell financial planning services to his clients?
