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It is one of the most recognized and respected financial planning certifications in the industry. Additionally, CFP s must adhere to ethical and professional standards, including a fiduciaryduty to act in the best interests of their clients. What does it mean to be an independent advisor ? . Alicia Vande Ven , M.S.,
It is one of the most recognized and respected financial planning certifications in the industry. Additionally, CFPs must adhere to ethical and professional standards, including a fiduciaryduty to act in the best interests of their clients. What does it mean to be an independent advisor?
Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.
Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Similarly, if you’re saving for your child’s education, you must understand the projected cost and timeline.
After passing the exam designed by the Certified Financial Planner Board of Standards, i.e. the body of individuals responsible for determining who can be certified for financial planning, the CFP must continue to participate and perform well in yearly education programs in order to upgrade their skills and maintain their certification.
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