The 8 items deal with:
2. Fiduciary status
3. Compensation types
4. Comprehensive/holistic approach vs narrow focus
5. "If the only took you have is a hammer, everything looks like a nail."
6. Trying to time/beat the market.
7. Follow fundamentals or fads?
8. Disciplinary history?
William Paterson University encourages students in its financial planning degree program to become professionals who obtain professional designations and put the clients interests' first.