50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession
Nerd's Eye View
SEPTEMBER 25, 2023
In the mid-20th century, the first phone call for a person who needed guidance on saving or planning for retirement was likely to be to a stockbroker or a mutual fund or insurance salesperson. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks.
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