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Achieving the status of CertifiedFinancialPlanner® (CFP®) represents a significant professional milestone in financial services. What Is a CertifiedFinancialPlanner®? A CertifiedFinancialPlanner® is a distinguished professional who has met the stringent standards set by the FPSB Board.
It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financialmarkets. Robert is also an Instructor of CFP® Coursework for the College of FinancialPlanning Online and on Campus at Kennesaw State University.
It was at that point Scott thought there had to be a better way for investors to obtain unbiased advice and low-cost access to the financialmarkets. Robert is also an Instructor of CFP® Coursework for the College of FinancialPlanning Online and on Campus at Kennesaw State University.
A student of the industry, he also has the following designations: the Fellow, Life Management Institute (FLMI), the Chartered Life Underwriter (CLU), the Chartered Financial Consultant (ChFC), the CertifiedFinancialPlanner (CFP), and the Chartered Financial Analyst (CFA). Matt Pruitt, CFP®, CFA®.
You could also consider my financial advisor social media membership which teaches financial advisors how to get new clients and leads from LinkedIn. I hope you’ll at least join my newsletter about financial advisor lead generation. CertifiedFinancialPlanner Board of Standards, Inc. www.cfp.net.
Robert completed His Undergraduate Degree at The University of Utah in Economics and his Master of Science in Advanced Personal FinancialPlanning at Kansas State University. Robert is also an Instructor of CFP® Coursework for the College of FinancialPlanning Online and on Campus at Kennesaw State University.
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