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

Financial Advisors: What They Do and When to Hire One

By Brian Baker May 14, 2025 Bankrate

Financial advisors help clients navigate key financial decisions, including investing, retirement planning, insurance and taxes. It's important to check credentials before hiring an advisor — those with CFP® certification, awarded by CFP Board, have passed a rigorous exam and made a commitment to behaving ethically.

Read more at Bankrate

Bankrate
Brian Baker
May 14, 2025