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A Millennial Advisor's Tips for How to Pass the CFP® Certification Program Andrew Jones
A growing financial advisory firm needs lots of top talent. What are you doing to deepen your roster of advisors? Do your brightest employees see a path for themselves from, say, a business or marketing degree to CFP® certification? And if so, what can both the employee and the employer expect during that process?
Well, confession time: it's been a couple years (actually decades) since I got my CFP®, so I don't think I'm the best person to answer those questions. I decided to go to a better-qualified source.
Andrew Jones is a representative in the high-net-worth area at one of the country's…
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