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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

Certifications Mean Little to Clients. Financial Advisors Want Them Anyway

By Elijah Nicholson-Messmer July 03, 2025 Financial Planning

While the CFP® mark is the most widely recognized certification among financial advisors, many pursue additional niche credentials like the CFA. For newer advisors without an established client base, certifications such as the CFP® mark can be a critical way to demonstrate credibility and professionalism.

Read more at Financial Planning

Financial Planning
Elijah Nicholson-Messmer
July 3, 2025