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Weekend Reading For Financial Planners (December 14-15)

By Adam Van Deusen, CFP® December 13, 2024 Nerd's Eye View (Kitces.com)

CFP Board saw a record number of exam-takers in 2024, reflecting the increasing recognition of the professional and financial benefits of earning the CFP® certification. However, with high attrition rates among new advisors, firms will likely need to focus on training and developing these individuals to ensure they become successful advisors and future leaders in the industry.

Read more at Nerd's Eye View (Kitces.com)

Nerd's Eye View (Kitces.com)
Adam Van Deusen, CFP®
December 13, 2024