February 21, 2023 • Kenneth Corbin
A former Certified Financial Planner who has been permanently barred from using the credential continues to describe himself with a CFP designation in numerous marketing materials.
The planner, Fred Rouse, describes himself as the “Real Money Doctor” and offers a course geared for people nearing or in retirement who feel they haven’t saved enough. Last month, the CFP Board announced that he could no longer identify himself as a CFP following its investigation of a YouTube video he made that allegedly included misleading statements…
