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Anyone have the CTFA designation?
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As in, he just wanted the CFP on his card and nothing else or he only wanted to focus on personal biz vs. plans?
I have AIF and it's good for 401k biz. Easy to get and fi360 has some good tools also.
I have an RIA who had it - but then he dropped it. Didn't want to dilute his CFP mark.
Not sure, but a lot of b/ds are requiring it if you're doing 401K business for a fee (as opposed to 12b-1s). Either the AIF or maybe the CRPS I think.