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Financial Relationships

Accredited providers must collect information from all planners, faculty, and others in control of educational content about all their financial relationships with ineligible companies within the prior 24 months. There is no minimum financial threshold; individuals must disclose all financial relationships, regardless of the amount, with ineligible companies. Individuals must disclose financial relationships with ineligible companies regardless of their view of the relevance of the relationship to the education. See also Relevant Financial Relationships.