How to Choose a Financial Planner or Adviser

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CFP Board in the News

How to Choose a Financial Planner or Adviser

Jan 03, 2007

You want to objectively consider three factors: credentials, ethics and business practices. For credentials, "CFP[® certification] is the best for planners.

Marshall Loeb
January 3, 2007

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

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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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