CFO News Room
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
Nerd's Eye View
JANUARY 27, 2023
By switching to 501(c)(6) nonprofit status, the new CFP Board of Standards will have expanded abilities to advance the planning profession through lobbying and more targeted advertising messages to grow the ranks of CFP professionals.
CFO News Room
DECEMBER 20, 2022
” It felt, again, kind of that little bit lower pressure of, “Okay, now I’m comfortable with having some face-to-face communication and helping somebody make decisions to enroll in their 401(k) plan.” And so, it’s essentially a six-person team, then, like founder, practice manager, CSA, two paraplanners, and you?
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