Establishing an Online Presence for Your Certified Financial Planner Practice
International College of Financial Planning
NOVEMBER 16, 2023
For instance, since 2019, the CFP Board has been giving out digital certificates that advisors can display on websites, allowing potential clients to check a CFP® professional’s status quickly. This means you can get your message out to people, including clients and potential clients. How to Create a Digital Brand?
Let's personalize your content