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BIG FIRMS BOOST THEIR CFP NUMBERS

By John Managanaro February 15, 2024 ThinkAdvisor

Four firms added 200 or more CFP® professionals in 2023, with Edward Jones leading the way. “American consumers trust CFP® certification as the mark of quality financial advice,” said CFP Board CEO Kevin R. Keller, CAE. “As firms look to meet this demand and deliver more value to their clients, they are increasingly turning to CFP® professionals.”

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ThinkAdvisor
John Managanaro
February 15, 2024