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

In the News

How to Find a Financial Advisor Near You

By Rachel Christian May 21, 2024 Bankrate

Working with a financial advisor is critical, but finding one can pose challenges. CFP Board's Let's Make a Plan website features a search tool to find CFP® professionals in your vicinity, with options to filter results by distance and the advisor's expertise, such as investment planning or estate planning.

Read more at Bankrate

Bankrate
Rachel Christian
May 21, 2024