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

In the News

5 Important Questions to Ask Your Financial Advisor

By James Royal, Ph.D. July 30, 2025 Bankrate

A financial advisor plays a key role in an individual’s financial life, so it’s important to ask the right questions to determine if an advisor is the right fit. Advisor success should be measured by advisors’ ability to act in their clients’ best interests rather than firm profits, and earning CFP® certification reflects that commitment to ethical standards and fiduciary duty.

Read More at Bankrate

Bankrate
James Royal, Ph.D.
July 30, 2025