Make Sure Adviser Is Legit

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Make Sure Adviser Is Legit

Aug 04, 2008

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.

Kimberly Lankford
August 4, 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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