Nerd's Eye View
DECEMBER 20, 2024
Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.
Nerd's Eye View
SEPTEMBER 25, 2023
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession.
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Wealth Management
AUGUST 2, 2022
Empty certifications that require no experience and limited interaction only adds to plan sponsors’ mistrust of the industry.
Nerd's Eye View
MARCH 25, 2025
We also talk about how serving the equity compensation niche has allowed AJ and her firm to rapidly attract new clients and then efficiently systematize its planning process and give its advisors the chance to get lots of ‘at bats' early on working with its target clients, how AJ and her partner further streamlined their firm's planning process (..)
Nerd's Eye View
MAY 22, 2023
Traditionally, financial planning internship programs have offered students who are aspiring financial planners a way to prepare for entering the workforce by gaining real-world experience in advisory firm settings (as well as a way to get their foot in the door with prospective employers).
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.
Nerd's Eye View
MARCH 27, 2023
In the context of financial advisors, surveys have shown that CFP certification serves as an important branding signal for consumers seeking the services of a qualified advisor. For instance, a 2015 study found that consumers had higher brand awareness of the CFP marks, even more than the well-known ChFC, CFA, CLU, and PFS designations.
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