Remove 2022 Remove Ethics Remove Financial Consultant
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

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 financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

CFP 59
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Should you cancel your CFP designation?

Sara Grillo

There are more than 92,000 CFP® certificants, as per the CFP Board’s 2022 measure. Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Are they getting a raw deal?

CFP 80