A Day in the Life of a CFP® Professional Webinar
Автор: Certified Financial Planner Board of Standards
Загружено: 2025-11-13
Просмотров: 190
Get an inside look at what it’s really like to be a CFP® professional! Join our live event as real CFP® pros share their day-to-day experiences, from client meetings and financial planning strategies to the moments that make the career rewarding.
Featuring: Justin Sullivan, CFP®, Sabrina Lowell, CFP®, CPCC, Sheila Lawrence, CFP®, Valerie Rivera, CFP®
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CFP Board sets the standard for competent and ethical financial planning by upholding rigorous requirements for certification, including education, examination, experience and ethics. CFP Board’s work to administer and strengthen these standards has made CFP® certification the most sought-after designation by consumers seeking a financial advisor. With more than 104,000 CFP® professionals in the U.S. today — representing approximately 1 in 3 retail financial advisors in the country — CFP® certification serves as the standard for financial planning.
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