In the News
How to Study For (and Pass) the CFP Exam
As financial planning continues its march towards becoming a globally recognized profession, the CFP® designation has become the baseline standard for aspiring financial planners.
Accordingly, CFP® certification has become a substitute for the Series 65 in many states, as attaining the CFP® mark demonstrates not just core financial planning competency but also carries the responsibility of fiduciary advice. Further, it elevates a professional’s standing with the American public and within the profession.
Jesse Lineberry & Caleb Brown
February 24, 2021