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Certifications Mean Little to Clients. Financial Advisors Want Them Anyway
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.
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Financial PlanningElijah Nicholson-Messmer
July 3, 2025