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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 debaters include: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Wright retorts back that restrictions don’t necessarily mean higher ethical standards.

CFP 80
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

Salaske: Yeah, I don’t agree with the CFP Board becoming any type of regulator whatsoever over financial advisors, financial planners, whatever you wanna call us in the advice space. Salaske: Right, now.

CFP 59
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31 Passive Income Ideas to Build Real Wealth (Updated for 2023)

Good Financial Cents

Assess your skills When I started GoodFinancialCents I was a Certified Financial Planner looking to grow my business and answer common client questions. Sell An E-book 11. Most brokerages no longer charge trading commissions which is a huge saving for us! CD Laddering 6. Buy a Blog 7. Start A Blog 9.