The 10 Habits of a Good Financial Advisor

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The 10 Habits of a Good Financial Advisor

May 11, 2012

No other certification holds more weight than the CERTIFIED FINANCIAL PLANNER[™ certification]. Advisors who've earned it are more likely to act as a fiduciary planner because they've been trained like one. Read more >

Daily Finance
Tim Beyers
May 11, 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.
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