Better Business Bureau Advice on Finding a Financial Planner You Can Trust

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Better Business Bureau Advice on Finding a Financial Planner You Can Trust

Mar 03, 2009

Look for Credentials that Matter: There are many credentials that financial planners tack onto their names—with varying degrees of legitimacy. One important acronym to look out for is CFP which stands for ‘Certified Financial Planner.’ A CFP[® professional] has passed a rigorous exam and is required to pursue continuing education credits.

Don’t be sold by a slick pitch: A CFP[® professional] is required to put the client’s financial needs first and above his or her own.

Better Business Bureau
March 3, 2009

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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