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Weekend Reading For Financial Planners (May 18-19)

By Adam Van Deusen, CFP® May 18, 2024 Nerd's Eye View (Kitces.com)

A critical challenge for the financial planning profession is the projected surge in advisor retirements, potentially resulting in a shortfall of 75,000 advisors by 2033. CFP Board's Competency Standards Commission is reviewing the criteria for becoming a CFP® professional, considering adjustments to education and experience prerequisites that may bring more talent into the profession.

Read more at Nerd's Eye View (Kitces.com)

Nerd's Eye View (Kitces.com)
Adam Van Deusen, CFP®
May 18, 2024