They also argue that a financial advisor who truly wants to understand the business’ principals and practices would be better off getting actual work experience than devoting time to earning a three- or four-letter designation.
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Many successful wealth managers argue that a CFP badge isn’t necessary to attract new business. So reports The Wall Street Journal.
They also argue that a financial advisor who truly wants to understand the business’ principals and practices would be better off getting actual work experience than devoting time to earning a three- or four-letter designation.