2003, CFP and Investment Planning - Financial Advisor Source

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

Sara Grillo

AUGUST 14, 2023

Kelly Nilsson, CFP®, CDFA®, JD Kelly’s journey in finance began in 1992, and for the first 17 years of her career she worked for financial marketing firms and insurance companies, during which time her clients were financial advisors. She obtained her CFP designation in 2003. transgender male and female investors.

Financial Advisor

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. There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Is it time to say “FU” to your CFP designation? Are they getting a raw deal?

CFP

CFP Financial Planner Ethics Financial Planning

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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