How to Check Out an Adviser

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How to Check Out an Adviser

Oct 18, 2007

It's also a good idea to check out the person's professional designations. It's easy to verify whether a person really holds a CERTIFIED FINANCIAL PLANNER[™ certification], which has rigorous education, testing and ethics requirements. Go to the Certified Financial Planner Board of Standards site [] to verify that the person really holds the CFP[® certification] and find out if the CFP Board has taken any disciplinary action against that person.

Kimberly Lankford
October 18, 2007

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