In 2021, the number of #CFP professionals worldwide grew 5.5% to 203,312, helping families impacted by COVID-19 to manage their finances and adapt their financial plans. View press release: https://t.co/hYbnRouOiM
As 2022 starts ramping up, a group of people to watch. Advisors, execs, entrepreneurs and innovators such as @V_I_C_T_O_R___, @DanaDisrupts, @KeithBevCFA, @kamila_elliott, @blxinternship, @luis_f_rosa, @finstaples, @ShawnTydlaska and others made our list. https://t.co/Euo4o93oKc
#CFP certification is the "gold standard, as it includes rigorous education and testing about many areas of financial planning such as retirement, investing, taxes, insurance and education." https://t.co/IpbvJVvqvc
Setting a New Year’s resolution? Add meeting with a CFP® professional to your list. Find a CFP® professional in your area today: https://t.co/EKCC7sFjng #CFPPro
There are no words to describe the sudden loss of such a special player and special person.
Demaryius overcame tremendous adversity in his life, growing into a great leader and one of the very best. He was light-hearted, easy going and loved by everyone.
We will miss you, D.T.
More than 8 out of 10 #CFP professionals responding to FPSB’s Future of Financial Planning Practice survey agree or strongly agree that consumer demand for #financialplanning will increase over the next five years. https://t.co/moSibfIhOS
What will top client needs be in five years? In FPSB’s Future of #Financial Planning Practice survey, retirement security (69%), investment planning (64%), and managing inheritance and wealth transfer (61%) were the top picks. https://t.co/moSibfIhOS #wfpd2021#ioscowiw2021
Thanks to @WealthProCA for sharing the results of our survey exploring #CFP professionals’ view on trends which may shape #financial advice in the next five years.
It's no surprise that #technology & #retirement are top of mind among future-focused CFPs https://t.co/7UIImeG4ek