October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit
In the News
7 Professional Certifications That Help You Stand Out to Business Owners
Business owners, with their complex financial needs and limited time, make ideal clients for financial professionals. To attract these clients, many professionals seek certifications like CFP® certification, which demonstrates expertise in retirement planning, estate planning and wealth management.
Biz EquityBiz Equity Team
January 28, 2025