CFP Board’s Consumer Guide to Financial Planning

Currently there isn’t much regulation in personal finance over who can call themselves a “financial planner.”  It can be very confusing to try and filter and make sense of the various flashy designations and know which ones actually certify an expert.  The CFP Board has set forth rigorous educational requirements, minimum work experience, and a high code of ethics.  Learn more about the CFP® mark at

Here is a link to the CFP Board’s Consumer Guide to Financial Planning.  It has valuable insights on how to bring your finances together and why you need a financial plan in the first place.  There are also some tips for success on how to get started.  Perhaps most importantly are the resources for how to choose a financial planner and information about the CFP Board.

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