How To Find A Good Financial Advisor

News & Events


CFP Board in the News

How To Find A Good Financial Advisor

Sep 19, 2011

Anyone can hang out a shingle saying they're a financial planner or a wealth manager. Stick with someone who has a well-known designation such [as] CERTIFIED FINANCIAL PLANNER[™ Professional]…. Whatever the designation, be sure to understand what type of education and enrichment it required. Don't be afraid to ask them to explain the duck soup of letters after their names, and where they got their training…. The Certified Financial Planner Board of Standards administers the tests and confers the CFP certification and has a wealth of information at its web site. Read more >

Smart Money
September 19, 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.