Investment Writing

FEBRUARY 6, 2024

If you’re using your CFP designation in sales or advertising Here’s what The Chicago Manual of Style says on its website: Q. In publications that are not advertising or sales materials, all that is necessary is to use the proper spelling and capitalization of the name of the product. What about the CPA?

CFP 103

CFP Certified Financial Planner Advertising Financial Planner 103

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. Salaske says that having the CFP designation was never a requirement in anything he did to advise clients. Verify a CFP® Professional, Financial Advisor U4’s.

CFP 80

CFP Financial Planner Ethics Financial Planning 80

Good Financial Cents

APRIL 19, 2023

Once the course is complete, I do some continued marketing and client support which amounts to just a few hours per week, while sales roll in month after month. Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions.

Accounting 105

Accounting Investing Investments Media 105