Certification CFP Recruitment 
Nerd's Eye View
JULY 18, 2022
To meet this challenge, CFP Board’s Center For Financial Planning has engaged in fundraising for several years to fuel campaigns that have focused on building the advisor workforce of the future.
NAIFA Advisor Today
OCTOBER 6, 2023
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services.
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International College of Financial Planning
DECEMBER 23, 2023
Professional Certifications and Designations: Certifications are a means for advisors to demonstrate their expertise and reliability. The Certified Financial Planner®, awarded by the Financial Planning Standards Board, India, is one of the most esteemed certifications.
Nationwide Financial
DECEMBER 8, 2022
In the video at the bottom of this blog, leaders from two FARE member firms are joined by an HBCU student and a young professional pursuing her CFP certification to discuss best practices for attracting diverse talent, and why it matters.
Sara Grillo
OCTOBER 21, 2022
Paraplanners can also hold various designations such as the CFP® certification , ChFC, Enrolled Agent, CPA, etc. One source interviewed for this article feels that a CFP® certificant who is a virtual paraplanner shouldn’t be charging less than $75/hour, which may then scale up with experience.
The Big Picture
JULY 29, 2024
00:08:01 [Speaker Changed] And then from AssetMark, in October, 2023, you’re recruited to become CEO at Orion. And and on a related issue, you’re on the board of advisors for the CFP parent company. And that was a, I feel really proud of what we did at the CFP board the four years I was there.
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