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In the News

Edward Jones' Effort to Go Upscale Means More — Lots More — CFPs

By Bruce Kelly and Leo Almazora December 19, 2024 InvestmentNews

Edward Jones' strategy to enhance its advisors' credentials is proving successful, with over 1,000 financial advisors and employees earning the CFP® designation this year. An industry executive notes that the CFP® credential sets a higher standard for advisors beyond basic exams like the Series 7.

Read more at InvestmentNews

InvestmentNews
Bruce Kelly and Leo Almazora
December 19, 2024