Displaying 3 results
Edward Jones leads the way in adding CFPs
Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.
Survey finds CFPs are in the money
'You get all these altruistic benefits and the financial benefits,' says CFP Board chair Matthew Boersen.
Number of CFPs, those taking credential exam both hit records in 2023
'As we continue to mirror the beautiful mosaic of our country, our industry will be that much more impactful in changing lives,' advisor says.
