How to Build Your Financial Dream Team

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How to Build Your Financial Dream Team

Dec 31, 2011

Insurance sales people, stockbrokers, accountants and even lawyers might call themselves financial advisers, but your specific needs might not fall under their area of expertise. In addition, even fancy credentials might not translate into great work.

Which credentials matter most? CERTIFIED FINANCIAL PLANNER[™ professionals], chartered financial analysts and certified public accountants have completed extensive course work and passed many hours of exams. These designations also require work experience and additional continuing education each year. Stockbrokers, by contrast, might only have studied for licenses to sell securities. Read more >

The Wall Street Journal
Karen Blumenthal

December 31, 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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