Edward Jones, Merrill, Schwab Among Firms Adding Most New CFPs

Edward Jones led the industry in 2024, with over 1,000 advisors earning the CFP® designation for the second consecutive year. CFP® certification is considered one of the most meaningful credentials in the wealth industry, prompting firms like Fidelity to add more than 200 new CFP® professionals, with 414 advisors obtaining the certification.

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