CFP or Wealth Management Advisor?

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
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?