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50TH ANNIVERSARY OF THE CFP MARKS: THE JOURNEY, CURRENT STATE OF CFP BOARD, AND GROWING THE FINANCIAL PLANNING PROFESSION

By Dan Moisand September 25, 2023 Kitces.com

CFP Board Chair Dan Moisand, CFP® celebrates 50 years of CFP® certification, reflecting on lessons learned, assessing the current state of CFP Board and outlining the path for financial planning to reach a professional status akin to law and medicine.

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Kitces.com
Dan Moisand
September 25, 2023