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Should you cancel your CFP designation?

Sara Grillo

.” It brings to light the fundamental question of the role that institutions play in client outcomes, whether those institutions are truly putting the interests of the retail investor over those of their members, and the delicate balance between governance standards and the oppression of individual autonomy.

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

Sara Grillo

And as far as financial planning itself, separate from the brokerage industry or the insurance industry, it’s very new, so I think part of that will come with time. Grillo: Next question. Well, we’ve kind of covered this already.

CFP 59