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Provide Clients with Financial Peace of Mind: Pursue a Certified Financial Planner® Certification

International College of Financial Planning

OCTOBER 26, 2023

The world of financial advising is diverse, with various specializations. Committing to uphold the ethical guidelines and standards that govern their practice. What Do Financial Advisors Do? Prioritizing their needs is the essence of a commendable financial advisor. Why Pursue a Career as a Financial Advisor?

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Certified Financial Planner Financial Planner Certification Clients 52
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Should the CFP Board police financial advisor “bad apples”? The debate continues! (Part Two)

Sara Grillo

SEPTEMBER 26, 2022

Assuming we all agree that financial planning does not yet meet the standard for being considered a” profession”, what do you believe is required in order for that to happen? The debaters are: Robert Wright, CFP®, a financial consultant with Advocacy Wealth Management. Robert will be on the “for” team.

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CFP Financial Advisor Financial Planner Ethics 59
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