October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit
In the News
Millennials Want Advice Now but Industry ‘Unprepared’
Millennials are reshaping the financial advisory landscape by seeking guidance earlier in life. But are firms equipped to meet this growing demand? “One of the best resources we have is the CFP® career guide that shows the experiences at each step in a career,” explains CFP Board Chair-Elect Liz Miller, CFP®, CFA.
InvestmentNewsJosh Welsh
May 6, 2024