2018, Certified Financial Planner and Portfolio Management

What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Nerd's Eye View

SEPTEMBER 19, 2022

2022 marks the 50 th anniversary of the enrollment of students into the first Certified Financial Planner (CFP) course, and in the years since then, financial planning (and the process of creating a financial plan) has changed extensively.

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Financial Planner Certified Financial Planner Financial Planning CFP

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Certified Financial Planner Board of Standards, Inc.

CFP

CFP Financial Advisor Financial Planner Ethics

Financial Advisor Source

What (Really) Makes Advisors More Productive And The Third Kitces Research Study On Advisor Productivity

Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

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