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You and Your Acronyms: Will a New Designation Join a Long List of Financial Advisor Titles?

By Gregg Greenberg September 14, 2023 InvestmentNews

Clients and advisors alike see CFP® certification as essential to financial planning success. Financial planner Christopher Rand, Ph.D., CFP® believes his CFP® certification is far more important to clients than his Ph.D. in financial and retirement planning, given the general awareness of the CFP® mark among the public.

Read more at InvestmentNews

Gregg Greenberg
September 14, 2023