Who Gets to Manage Your Money?

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Who Gets to Manage Your Money?

Sep 03, 2009

Especially in confusing times, an adviser who earns your trust can help you earn a profit. A CERTIFIED FINANCIAL PLANNER[™] can fill those shoes. Folks with the CFP® designation must successfully complete the CFP Board’s comprehensive examination, which tests knowledge on a number of planning topics. They must abide by the CFP Board’s Code of Ethics, obtain 30 hours of continuing education every two years, and meet other requirements.

The Faster Times
Sheryl Nance-Nash
September 3, 2009

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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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