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Pre-Graduation Goal Alignment Would Benefit Financial Planning Students and Professionals

Category: Survey
Executive Summary Blog Feature


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.

Redtail dog with a headset

Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.