Pick a Planner Who Can Spell ‘Fiduciary’

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Pick a Planner Who Can Spell ‘Fiduciary’

Apr 26, 2008

Find out what experience and education your planner has. A minimum, say the experts, is a degree as a CERTIFIED FINANCIAL PLANNER[™ professional], which means the adviser has a certain level of education and experience, as well as attends continuing education classes. CERTIFIED FINANCIAL PLANNER[™ professionals] are also bound by a code of ethics that includes fiduciary duty.

New York Times
Alina Tugend
April 26, 2008

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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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