Skip to main content
Black calendar icon

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

In the News

To CFP or Not to CFP?

By Dr. Tyler Scott, CFP® January 17, 2025 The White Coat Investor

The public is increasingly aware that the financial advice ecosystem is filled with individuals who can claim the title of financial advisor or planner without meaningful credentials. While working with a CFP® professional is a strong starting point, it's important to remember that these credentials should be just one factor in your decision, not the final one.

Read more at The White Coat Investor

The White Coat Investor
Dr. Tyler Scott, CFP®
January 17, 2025