How to Choose a Financial Adviser

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How to Choose a Financial Adviser

Jan 05, 2012

You're going to see many, many professional designations in the financial services industry. Some of these represent years of study. Some are awarded after a weekend seminar. But in general, advisors holding a CERTIFIED FINANCIAL PLANNER[™ certification] or CFP[® mark] have met rigorous education, experience, and ethics requirements. View the video >
January 5, 2012

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.