Get the CFP® Certification: 3 Key Reasons

CFP® Certificants in the News CFP® Certification is fast becoming a “must-have” designation for at least three reasons: Client awareness, Fiduciary Ethical Standard, and Doing well by doing good. Client Awareness An impressive 83% of consumers are aware of the CFP® Mark,1 far outstripping consumer awareness of other financial planning designations. CFP Board played a…

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Independent RIAs: Three Trends to Thrive

CFP® Certificants in the News CFP Board reports in its March 24, 2022 article that “Registered investment advisor (RIA) firms are an important factor in the future of the financial planning profession…” The article discusses how three trends offer independents a path to continued growth including: Hyper-specialization, Increased personalization and Digitalization. The text in quotation marks…

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Millenial and Gen Z Clients Need Financial Advice

CFP® Certificants in the News According to a recent CFP Board article, financial opportunity abounds in serving the Millenial and Gen Z generations. For example, the article reveals that “more than half of Americans were Millennials or younger as of July 2020. While the term ‘Millennial’ has been synonymous with ‘young adult’ throughout much of the…

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Pro Bono Opportunity: Help Prevent Financial Elder Abuse

CFP® Certificants in the News According to nolo.com, “Financial fraud is the fastest-growing form of elder abuse. Broadly defined, financial elder abuse is when someone illegally or improperly uses a vulnerable senior’s money or other property. Most states now have laws that make elder financial abuse a crime and provide ways to help the senior…

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LITTLE USED RESOURCE TO PASS THE CFP BOARD EXAM

CFP® Certificants in the News Certificants who successfully navigated the CFP Board exam know how challenging the exam can be. Your CFP Board invites you to share your experiences with those preparing [for] the exam through the Mentorship program. The following excerpt from the program provides a high-level summary. “The CFP Board Mentor Program connects…

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CFP BOARD’S PUBLIC AWARENESS CAMPAIGN

CFP® Certificants in the News CFP Board is on a mission to make consumers aware of a certificant’s value to their quality of life. Here is what the CFP Board says about awareness: “CFP Board’s current Public Awareness Campaign, With a CFP® Professional, raises awareness among consumers of the difference that a CFP® professional can make…

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CELEBRATING BLACK HISTORY MONTH

CFP® Certificants in the News CFP BOARD encourages CFP® certificants and candidates to attend a Feb. 24 televised event featuring CFP Board Chair Kamila Elliot, CFP®. Here’s the invitation—“Join CFP Board Chair Kamila Elliott, CFP® during CNBC’s special Financial Faces of Change LinkedIn Live event on February 24 at 1:00 p.m. (Eastern). To celebrate Black History during February,…

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ARE FINANCIAL ADVISORS READY FOR THE “ADVICE REVOLUTION?”

CFP® Certificants in the News According to a CFP Board article dated December 21, 2021, “The shift in wealth management toward financial advice and financial planning is undeniable. From managing the change in consumer expectations to recognizing the significant value that financial planners offer, many financial firms have accelerated their adoption of business models that…

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BENEFITS OF BECOMING A CFP® PROFESSIONAL

CFP® Certificants in the News Successfully passing the CFP Board exam and meeting the other certification requirements is cause for celebration, especially for intrepid career changers. Certification in hand, the next challenge for many is building a career. CFP Board recognizes this challenge and offers a starting point. According to CFP Board’s resource entitled WHY…

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Guide to Careers in Financial Planning

CFP® Certificants in the News CFP Board’s CENTER FOR FINANCIAL PLANNING publishes an intriguing series of insights into career paths for the new certificant, career changer, and even experienced certificants. These insights can be found in the GUIDE TO CAREERS IN FINANCIAL PLANNING. The GUIDE identifies over six career paths, helps clarify the types of…

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