Some Advice on Getting Good Advice

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Some Advice on Getting Good Advice

Sep 10, 2008

Which questions should you ask? Experts pinpoint four critical topics — credentials, experience with clients whose situations are comparable to yours, personal chemistry and the payment method.

Financial advisers and planners are not regulated by any government agency, but the industry has developed two sets of commonly used qualifications, one for a CERTIFIED FINANCIAL PLANNER[™ professional], or CFP[® professional], and the other for a chartered financial analyst, or CFA, who in addition to giving financial advice manages investments. Both require passing tests administered by industry-run boards.

New York Times
Fran Hawthorne
September 10, 2008

Speaker's Bureau
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.

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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