2003 Certification Ethics 
The Big Picture
NOVEMBER 15, 2022
I mean, there were some advisor pickup, but you had to be kind of on the front edge of finance, or a quant, or running your own models, which in 2003, was not that common. He was literally in college, got his guiding certificate in Maine, and we know what those guys are like, right? I mean, that’s how he started in life.
Sara Grillo
SEPTEMBER 12, 2022
A $100 increase in the CFP annual certification fee spurred an industry outcry, leading many to question whether the designation is worth it or not. Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.
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