How do you choose a financial planner? It's a personal decision, based on what makes you comfortable. Or seek advice from a solid source, such as a certified financial planner. You can find local CFPs at www.fpanet.org. -Harriet Johnson Brackey -South Florida Sun-Sentinel, June 9, 2008
Find out what experience and education your planner has. A minimum, say the experts, is a degree as a certified financial planner, which means the adviser has a certain level of education and experience, as well as attends continuing education classes. Certified financial planners are also bound by a code of ethics that includes fiduciary duty. -Alina Tugend -New York Times, April 26, 2008
Many planners or advisers become Certified Financial Planners, which requires a Bachelor's degree, three years of work experience and the passing of a 10-hour test. The test is administered by the Certified Financial Planning Board of Standards and has a reported pass rate of 55% to 60%. After college, the cost of getting certified can range up to $5,000. There are 57,000 CFPs in the U.S. -Aaron Smith, CNNMoney.com staff writer - CNNMoney.com (http://money.cnn.com/2008/04/28/news/economy/financial_adviser), April 29, 2008
To further distinguish yourself, you might consider becoming a Certified Financial Planner [professional]. -Fortune, December 18, 2000
Those seeking more hands-on help might contact a Certified Financial Planner [practitioner], who can develop an overall financial plan." -News and World Report, December 11, 2000
If what you want is a comprehensive financial plan, the best person to consult is a Certified Financial Planner [practitioner]. -Money, December 2000
If you're seeking financial advice, limiting your search to a CFP [practitioner] is a good first step. -USA Today, September 19, 2000
The [CFP] Board is the organization that awards financial advisors the coveted [certification] of Certified Financial Planner, arguably the [certification] of choice in the financial planning industry. -Tribune Media Services, June 4, 2000
The CFP [certification], with its increasingly strenuous course of study, has gone a long way toward legitimizing the holders of this seal of approval. -Financial Planning Interactive, April 27, 2000
The cream of the crop is the adviser who has the CFP [certification]. This makes him a Certified Financial Planner [professional] - an internationally recognized accreditation. -Business Times (South Africa), April 16, 2000
It's not that financial advisers must have a CFP [certification], although consumers would be well-served if the financial planning business and regulators would make the mark a requirement for selling financial advice. -Boston Globe, January 17, 2000
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