CFP group looks to stay abreast of trends

08/21/2014 | InsuranceNewsNet online

The Certified Financial Planner Board of Standards has sent a survey to more than 70,000 planners and says it will use the results as a guide as it tweaks educational content to reflect changing industry trends. Among those trends is likely to be more opportunities to work with Generation Y and with small and midsize businesses, said NAIFA President John Nichols.

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