How to Select a Financial Advisor

News & Events


CFP Board in the News

How to Select a Financial Advisor

Jun 06, 2011

Anyone can hang a shingle as a "financial planner," so determine what qualifies that person to offer financial planning advice. A good place to start is to find a professional who holds a recognized financial planning designation such as a CERTIFIED FINANCIAL PLANNER™ [professional]. A CFP[®professional] has passed a rigorous test administered by the Certified Financial Planner Board of Standards on topics ranging from investments and insurance to tax, estate and retirement planning. CFP[®professionals] must also commit to continuing education and a code of ethics in order to maintain their designation. Read more >

Mansfield Patch
Steve Davis, CFP®
June 6, 2011

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.