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What's in an Acronym? Advisors Name Their Favorite Designations

By Gregg Greenberg April 01, 2024 InvestmentNews

Advisors are speaking up about their favorite designations: “The CFP may be the most practical and applicable designation that one can attain in the wealth management industry,” said one financial advisor. Another CFP® professional says more prospects are asking whether he’s a fiduciary or CFP. He believes this is thanks to the increase in advertising about the certification.

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InvestmentNews
Gregg Greenberg
April 1, 2024