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Adviser, Broker or Insurance Agent: Which Should You Trust With Your Money?

By John McKean, CFP® March 16, 2026 Kiplinger

Many people hesitate to work with a financial professional because trusting someone with their life savings feels risky, leading some to avoid taking action altogether. The CFP® designation is considered one of the industry’s most rigorous because earning it requires extensive coursework, passing a difficult exam, ongoing continuing education and adherence to ethical standards.

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Kiplinger
John McKean, CFP®
March 16, 2026