The Irrelevant Investor

JULY 30, 2019

The TL:DR is that the company behind the CFP certification, a designation that ought to signal trust and competence to consumers, has let some people with a checkered history use their letters. For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade.

Financial Services 52

Financial Services Certified Financial Planner Financial Planner Certification 52

Sara Grillo

AUGUST 26, 2024

James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Robert Wright Robert Wright, CFP® serves as a Financial Planning Professional at Advocacy Wealth Management with over 10 years of experience in the financial planning and services industry.

License 52

License Certified Financial Planner Financial Advisor CFP 52

Sara Grillo

APRIL 10, 2023

Wright argues that we could diminish any asset that way, even stock certificates. James is the father of three energetic boys and 1 Bernadoodle: Oliver, Henry, William, and Louie; and husband to Anya Giles since 2017. Gold has transaction value. All value is relative. They love to travel, bake, and swim.

Investments 52

Investments Investing CFP Financial Advisor 52

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. Financial advisor U4’s.

CFP 80

CFP Financial Planner Ethics Financial Planning 80