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FINANCIAL ADVISER DESIGNATIONS ARE NOT ALL THE SAME

By Kevin Keller November 09, 2023 Kiplinger

Knowledge is key when navigating the world of financial designations, explains CFP Board CEO Kevin R. Keller, CAE. Over half of financial designations use terms like "certified" or "accredited," but only a tiny fraction truly uphold the rigorous standards implied by those titles.

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Kiplinger
Kevin Keller
November 9, 2023