CFP or Wealth Management Advisor?
Feb 12, 2012 12:19 pm
How does the CFP designation compare to the Wealth Management Advisor designation?
Feb 15, 2012 5:30 am
CFP Blows it out of the water, but many clients and prospects won't really know the difference TBH.
Feb 15, 2012 2:23 pm
^^ EXACTLY. Completely agree with the above.
Feb 15, 2012 2:47 pm
I've never even heard of a Wealth Management Advisor ... 95% of my clients have never heard of a CFP.
Feb 15, 2012 2:57 pm
I've never really heard anyone use "Wealth Management Advisor" but I wouldn't be surprised. working for a wealth management company, and being an advisor, I guess that could become "wealth management advisor". What do you usually hear? Financial Advisor? ... obviously... anything else?
Source URL:https://www.wealthmanagement.com/forums/rookies-trainees/cfp-or-wealth-management-advisor