Due Diligence: The Five Key Rules To Heed Before Hiring a Financial Adviser

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Due Diligence: The Five Key Rules To Heed Before Hiring a Financial Adviser

May 31, 2006

Most advisers have had little formal financial education. For instance, maybe 5% of brokers, financial planners and insurance agents have bothered to become a CERTIFIED FINANCIAL PLANNER[™ professional], which has become the basic credential for any half-decent adviser. To ensure your adviser is knowledgeable, stick with CFP[® professionals]...

The Wall Street Journal
Jonathan Clements
May 31, 2006

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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