Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)
Sara Grillo
SEPTEMBER 26, 2022
I am a CFA® charterholder and financial advisor marketing consultant. In Part Two of our two part series on the CFP Board, the heated debate continues. We’ll discuss these questions: The CFP Board has specifically stated that it wants the CFP® mark to be a requirement for anyone who practices financial planning. What is your opinion?
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