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October is National Financial Planning Month — Watch CFP Board Chair Liz Miller on GMA & Download the Toolkit

In the News

Do I need a financial advisor?

By Evan Cooper, Paul Curcio, David Tony May 23, 2024 CNN

Many Americans ask themselves, “Do I need a financial advisor?” If the answer is yes, they will want to choose the right financial professional. Financial advisors with the CFP® designation have completed a lengthy academic program and passed a rigorous exam covering investments, insurance, debt management, budgeting and many other areas.

Read more at CNN

CNN
Evan Cooper, Paul Curcio, David Tony
May 23, 2024