Picking a Financial Planner

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Picking a Financial Planner

Jan 26, 2011

There is only one official “certification” for this profession: the CERTIFIED FINANCIAL PLANNER[™ certification]. Those who earn this designation take an extensive series of courses in subjects ranging from investments to insurance, from taxes to estate planning. Then they have to pass a series of competency tests and agree to abide by certain principles, including always putting the client’s interests first and fully disclosing all fees, commissions and incentives in the products they sell.

Chicago Sun-Times
Terry Savage
January 26, 2011

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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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