Students hoping to set themselves apart from their peers on a financial services path might be wise to prioritize sitting for the Certified Financial Planner (CFP®) exam pre-graduation, given the results of a recent survey Redtail Technology conducted in conjunction with Brigham Young University – Idaho. Brian McLaughlin, President, CRM at Orion Advisor Technology and Redtail Co-Founder discussed this and more from those survey results in a recent issue of the Journal of Financial Planning.
