According to new rules, if you have a CFP you have to give up your 7.. Correct?

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Posting as :
works at
You are currently posting as works at

Nope

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Sounds like jones isn’t letting advisors use CFP designation

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No, just an article I was reading about CFP and jones

Huh??!!?? Don’t think so...

No

Have any of you read the new ethics rules? I really think that is what the board is going after. You know they are lobbying for the fiduciary rule and wanting to become the regulated body for that rule. Can’t have your 7 then..

I don’t think the CFP Board would agree to anything that would alienate advisors in the broker/dealer community who all have 7’s.

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