Certification, CFP, Fiduciary Duty and Investment Planning

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

NOVEMBER 21, 2022

As an individual or business owner, you have a unique set of circumstances, goals, and risk tolerance that are each necessary to consider when creating a successful financial plan. This is where a Certified Financial Planner (CFP) can step in. Department of Education before appearing for the CFP exam.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

AUGUST 14, 2023

Legal definition of the fiduciary standard To quote directly from a paper by Attorney Lorna Schnase , two bodies of law form the legal basis for the fiduciary standard: Common law: Under common law principles of agency, an investment adviser, as agent, owes fiduciary duties to its client, as principal.3

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

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