How to Future-Proof Your Firm: Succession Planning for Financial Advisors Many financial advisors overlook an important component of long-term success: succession planning. Without a solid plan in place, your firm risks losing its value, reputation, and even client relationships when you or key team members step away. To leave a legacy, one must start preparing […]
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To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
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