CFP.net will be undergoing scheduled system maintenance from Tuesday, October 20, at 6:00 p.m. ET until Wednesday, October 21, at 12:00 p.m. ET. Learn More
In the News
10 Questions to Ask a Financial Advisor
Before choosing a financial advisor, it's important to ask about their qualifications and ensure they’re the right fit for your needs. Financial professionals often have a variety of credentials, so it's essential to vet them, whether they’re called an "investment advisor" or hold the CERTIFIED FINANCIAL PLANNER® certification.
NerdWalletAndrea Coombes
January 31, 2025