2003, Certification and Investment Planning

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

She obtained her CFP designation in 2003. The idea centered on the concepts of simplicity, keeping total investment costs and taxes extremely low and developing a custom investment plan for each client using low-cost asset class and index funds. In 2008, Kelly began working directly with clients as a financial planner.

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Financial Advisor Fiduciary Duty Insurance Financial Advice

Should you cancel your CFP designation?

Sara Grillo

SEPTEMBER 12, 2022

A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. According to Wright, it’s more than having to pass a test – there are CFP® certification requirements pertaining to education, quizzes, modules, etc. Are they getting a raw deal?

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Financial Advisor Source

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Should you cancel your CFP designation?

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