About Financial Planners: What You Need to Know

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About Financial Planners: What You Need to Know

Dec 23, 2008

First things first: Anyone can use the title financial planner. It’s not quite like being lawyer, where state bar associations decide who gets to practice law. As a result, all sorts of accountants and insurance agents refer to themselves as financial planners.... If you’re looking for a complete, wide-ranging analysis of your financial standing, a CFP[® professional] is the person to see.

New York Times
Ron Lieber
December 23, 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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