The benefits of working with a CERTIFIED FINANCIAL PLANNER ™ Professional
When searching for a financial advisor, you might notice the alphabet soup following their names. There are over 100 certifications available to financial professionals, all with different meanings and specializations. But among the most distinguished is a CERTIFIED FINANCIAL PLANNER ™ Professional, or CFP®. There are several reasons why it is considered such an important designation, and one you should look for in your financial planner.
Reason 1: Education, Experience, and Credibility
The CFP® designation, offered by the CFP Board, is significant because it requires an impressive amount of study, experience, and preparation. It takes from nine months to two years of study, and that’s after earning a bachelor’s degree and a minimum of three years of working as a financial professional. A candidate is then required to sit for a rigorous test that covers many different areas of financial planning.
Reason 2: the CFP® Indicates a Holistic Approach
Training and experience for a CFP® don’t end at financial planning. While they receive rigorous experience and training in financial planning, a CFP® also receives education and experience on a wide range of related topics, such as risk management and insurance planning, investment planning, tax planning, and estate planning. This comprehensive experience helps a CERTIFIED FINANCIAL PLANNER ™ Professional to be a sounding board for clients and helps to consider their financial plan from every angle.
Reason 3: The Importance of Ethics and Doing the Right Thing
While experience, knowledge, and credibility are all important, doing what’s best for the client is perhaps the most important thing a financial advisor can do. Those who have earned the CFP® are trained to act with honesty, integrity, competence, and diligence while always acting in the client’s best interest. CFPs®, know how important it is to do the right thing financially, as well as the right thing for the client.
If you’re looking for a financial advisor or bank, or even if you already have an advisor or other institution that you already work with, it’s always a good idea to get a second opinion from a CFP®. If you are looking for a new advisor or to make a change, considering their credentials is an important part of choosing the right advisor for you.
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