01.24.25

CFP Board Reveals Leading Firms in New Certificants

by: Leo Almazora

Large wealth management firms accounted for a large share of the addition of 6,541 new Certified Financial Planner (CFP) professionals in 2024, according to CFP Board data. The data showed that Edward Jones led the way for the second consecutive year, with 1,084 new certificants. Other firms with notable increases included Fidelity Investments, which accounted for 414 new certificants, and Northwestern Mutual, which added 265. LPL Financial, Merrill and Charles Schwab each added over 200 new CFP professionals.

Read the full article on InvestmentNews