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College for Financial Planning

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Topic

Why ESG is hard to sell to many advisors

The term is used and misused to the extent that it has lost meaning — but it's not going away, and it could be a mistake to ignore it.

Topic
  • News
  • June 12, 2023

Wells Fargo adds sports and entertainment program

The firm cited the sports and entertainment accredited wealth management advisor designation rolled out in 2022 by the College for Financial Planning as a factor that will help advisors meet such clients' needs.