Articles tagged "The College for Financial Planning"

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David Mannaioni: Many clients in passive portfolios still bailed on the market in the COVID decline this spring only to miss out on the recovery this summer.

Dodging ridicule and winning 'wary' support, the College For Financial Planning will accredit advisors who learn to convince investors to take their advice seriously

After Covid-19 chased investors out of the market at the exact wrong time, the Kaplan-owned company made its move to advance managing emotions as a sanctioned skill in financial planning -- despite too many letters in the alphabet soup already

Articles tagged "The College for Financial Planning"

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November 25, 2020 at 1:40 AM

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Articles tagged "The College for Financial Planning"

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November 25, 2020 at 1:40 AM

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