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If you are a student looking to make a career in finance, becoming a financialplanner is a great place to start. Financial planning is a rewarding, stable career that can give you the opportunity to help people make the most of their money. Financial planning is an ongoing process, and it is essential to stay on top of it.
Websites are also an excellent place for advisors to showcase their specific areas of expertise and any certifications they might have. For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly.
John Wheeler is an accomplished Certified FinancialPlanner (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.
CFP, or the Certified FinancialPlanner exam, is a significant milestone in becoming a certified financialplanner. Stay Updated with Industry Changes Financial planning is a dynamic field, and staying updated with industry changes and regulatory updates is essential.
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