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 Advisor vs. Financial Planner: What You Need to Know

By Molly Grace August 15, 2025 Wall Street Journal (Buy Side)

Financial advisors and financial planners offer overlapping services, but their qualifications and obligations can differ significantly. Those with CERTIFIED FINANCIAL PLANNER® certification have met strict educational, ethical and fiduciary standards, making them well-suited for creating comprehensive financial plans.

Read More at Wall Street Journal

Wall Street Journal (Buy Side)
Molly Grace
August 15, 2025