Need Professional Financial Advice? Try These Tips for Hiring the Right Adviser

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Need Professional Financial Advice? Try These Tips for Hiring the Right Adviser

Dec 12, 2011

It's easy to get hung up on titles. You'll come across financial planners, financial consultants, investment consultants, wealth managers, and financial analysts. These are general labels that can be used by anyone.

But you'll also encounter a range of acronyms for certain credentials, only some of which merit your attention.

[A] CFP[® mark], for example, means the person has completed academic study in a variety of courses including topics like risk management and estate planning. The holder of a CFP[® certification] also must have a bachelor's degree or equivalent, pass exams, and have at least three years of personal financial planning experience. It also signifies a commitment to ethical standards. CFP[®] certification can be checked at the website of the Certified Financial Planner Board of Standards Inc. at Read more >

Daily Journal
David Pitt
December 12, 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.
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