CFP Board’s Post

As interest in crypto grows, so does the need for sound financial advice. CFP Board’s “Notice to CFP® Professionals Regarding Financial Advice About Cryptocurrency-related Assets” equips CFP® professionals with the knowledge to address client questions while adhering to CFP Board’s Code of Ethics and Standards of Conduct. Download the guide today to provide informed, ethical financial advice: https://lnkd.in/dmX3xRvw #CFPpro #FinancialPlanning #Crypto  

Notice to CFP® Professionals Regarding Financial Advice About Cryptocurrency-related Assets

Notice to CFP® Professionals Regarding Financial Advice About Cryptocurrency-related Assets

cfp.net

Cameron Bernadsky, CFP®, CKA®, AIF®, PPC®, ChFEBC℠

Husband of one, father of seventeen ?!? (plus three awesome daughter-in-laws), owner of too many cars and bunk beds, helper of people in transition, promoter of knowing how much stuff is enough!

2mo

Thank you for providing this information. This is an area that is growing quickly while more and more clients asking questions. We can not afford to ignore this “asset class” and still remain relevant for the sub-section of our clientele that are interested. We have to balance that interest while providing them valuable information on the risk and the volitility that are inherent to alt-coins.

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Victor Jones, CPA, CFP®, MST

VICTOR JONES CPA, P.C., A Public Accounting Firm

2mo

Thank you for sharing this information.

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Useful tips. We do get multiple questions on this.

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