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However, they offer plenty of specific categories for the financial services industry. You can choose from options such as financialplanner, financialconsultant, and investment service to describe your work and multiple categories are allowed.
Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. Robert will be on the “for” team.
The debaters include: Robert Wright, CFP®, a financialconsultant with Advocacy Wealth Management. John Robinson (“JR”), Founder of Financial Planning Hawaii, Inc. JR, a financialplanner, thought leader, and self-proclaimed zealot for this cause, says he does not denigrate the value of the CFP curriculum.
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