Discover relevant content from across the suite of ALM legal publications
From the Industry
More content from ThinkAdvisor and select sponsors
Investment Advisor Issue Gallery
Read digital editions of Investment Advisor Magazine
Tax Facts
Get clear, current, and reliable answers to pressing tax questions
Copyright © 2024 ALM Global, LLC. All Rights Reserved.
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
By Ginger Szala
January 29, 2019 at 01:27 PM
Investors have various ways to check their advisor’s credentials, but now the Certified Financial Planner Board of Standards has added a digital certificate to allow consumers to verify a financial planner’s certification status.
The certificate can be embedded on an advisor’s site or in email, can be shared via social network, or can be downloaded as a PDF, the CFP states. Advisors can access their copy of the certificate through their CFP Board account.
“In our technology-driven society, the digital certificate makes it easier for CFP professionals to share their qualifications with peers, clients and prospects,” said CFP Board CEO Kevin R. Keller, in a statement. “It’s also a tool for consumers to verify their CFP professional’s certification and supports our mission of providing competent and ethical financial planning advice.”
NOT FOR REPRINT
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
Copyright © 2024 ALM Global, LLC. All Rights Reserved.
Podcast Center
Video Center
Webcasts
Resource Center
Events
By 
