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Edward Jones leads the way in adding CFPs

UBS

Other firms that saw big increases in the number of CFP professionals in 2023 included Charles Schwab and Northwestern Mutual.

The CFP Board registered a significant increase in the number of certified financial planner professionals in 2023, with major financial firms playing a key role in this growth.

According to new figures from Certified Financial Planner Board of Standards Inc., there were 6,089 new CFP certificant

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