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Should you cancel your CFP designation?

Sara Grillo

Get ready for a ride as we examine it from all angles: regulatory, ethically, intellectually, etc. The CFP Board’s long, uninterrupted history of putting its own interests ahead of the consumers makes it decidedly unqualified to govern the financial planning profession. 3 Are the CFP Board’s disclosure requirements too light?

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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

The advertisements that they produce that says that anyone can call themselves a CFP. Wright: Yes, So yes, is the quick answer, the more convoluted answer would be that we should control internally… We’re a fraternity of ethics and competency testing that should be different from the SEC. Salaske: Right, now.

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