RAB Research Archive

Credential confusion: Mistaken for a CPA



Clients want their advisors to have the right credentials. They just don’t know what those credentials are. A disturbingly high number of clients can’t name a single financial planning-related certification, according to a survey published in May by the Investments & Wealth Institute.

Source: Financial Planning



View or Download: https://www.financial-planning.com/news/cfp-cpa-financial-advisors-clients-dont-understand-industry-credentials

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