And do a quick search if the person claims to be a CERTIFIED FINANCIAL PLANNER[™ professional]. Use the CFP [Board] database to verify whether the person holds the CFP® designation, and find out if the CFP Board has taken any disciplinary action against the person. CFP[® professionals] must meet rigorous education, testing and ethics requirements to maintain the designation.
Kiplinger
Kimberly Lankford
August 4, 2008