In the News
Weekend Reading For Financial Planners (May 18-19)
A critical challenge for the financial planning profession is the projected surge in advisor retirements, potentially resulting in a shortfall of 75,000 advisors by 2033. CFP Board's Competency Standards Commission is reviewing the criteria for becoming a CFP® professional, considering adjustments to education and experience prerequisites that may bring more talent into the profession.
Read more at Nerd's Eye View (Kitces.com)
Nerd's Eye View (Kitces.com)Adam Van Deusen, CFP®
May 18, 2024