October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit
In the News
Cerulli’s Andrew Blake: What Advisors Need to Succeed in a Competitive Market
Advisors equipped with the CFP® designation are positioned for success, said Andrew Blake, associate director of wealth management for Cerulli Associates. He also applauded CFP Board for actively working to raise the certification's visibility, particularly among younger individuals, aiming to grow the talent pipeline.
MorningstarChristine Benz, Amy C. Arnott
June 11, 2024