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A CertifiedFinancialPlanner (CFP) is a professional designation awarded to individuals who have completed a rigorous course of study and passed a comprehensive exam. The CFP designation is recognized worldwide and marks excellence in the financial planning industry. FP designation. It allows you to work remotely.
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When asked about how they started in the industry, many of the Asian-American financialplanners I admire say the same thing: At first, they didn’t even know the profession existed. ” Only 4 percent of CertifiedFinancialPlanner™ professionals identify as Asian American or Pacific Islander (AAPI), though they make up 6.2
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I am a CFA® charterholder and financialadvisor marketing consultant. I have a newsletter in which I talk about financialadvisor lead generation topics which is best described as “fun and irreverent.” . I am an irreverent and fun marketing consultant for financialadvisors. Get ready for a rumble, folks!
Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. I am a CFA® charterholder and financialadvisor marketing consultant. So please subscribe!
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