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Time Picking a Financial Adviser Is Time Well Spent

Dec 06, 2011

If you are considering a financial planner, you can go to the Certified Financial Planner Board of Standards website. It lets you look for planners based on issues such as their specialization and compensation. You can also see if a planner has been publicly disciplined by the board.
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USA Today
Christine Dugas
December 6, 2011

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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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