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There Is an Alphabet Soup of Certifications for Advisors. Here Are the Ones That Count.

By Cheryl Winokur Munk January 22, 2025 Barron's

With many financial certifications available, advisors must carefully choose where to invest their time and resources to advance their careers. CFP Board highlights that 90% of consumers value an advisor's certifications. “From a practice management perspective, the CFP represents the gold standard, providing emerging advisors with foundational competence and credibility,” says Casey Jorgensen, head of the Dynasty Institute for Adaptive Leadership.

Read more at Barron's

Barron's
Cheryl Winokur Munk
January 22, 2025