[CERTIFIED FINANCIAL PLANNER™ professionals] maintain a broad-based approach to retirement, education, taxes, insurance, estates and other life issues. Investing is a major part -- but just one part -- of the big picture. 'You can't just be crackerjack on investments and get through the CFP[®] certification exam,' says Karen Schaeffer, a Rockville, Md.-based financial planner and chair of CFP Board, which regulates CFP[®] practitioners. 'It would be hard to do financial planning without understanding investments, but there's a great deal of financial planning that goes on' beyond investment strategies.
Wall Street Journal
July 8, 2007