Remove Certification Remove Ethics Remove Fiduciary Duty Remove Financial Planning
article thumbnail

How to Choose a Personal Financial Advisor

Park Place Financial

Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Chartered Financial Analyst (CFA) . Are they fiduciary?

article thumbnail

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

WiserAdvisor

What’s tricky about financial planning is that not every strategy is designed for every person. 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. What is a Certified Financial Planner?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The Benefits of a Diversified Investment Portfolio

International College of Financial Planning

They’ve earned a globally acclaimed badge in financial planning,” To get this certification, individuals need to ace tests covering a spectrum from investment management and taxation to retirement planning and holistic financial strategies.

article thumbnail

What type of financial advisor is right for you? Questions you should ask.

Walkner Condon Financial Advisors

This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services. What does it mean to be a fiduciary? It is one of the most recognized and respected financial planning certifications in the industry.

article thumbnail

What does it mean to be a Fee-Only financial advisor?

Walkner Condon Financial Advisors

This fee covers not only investment management, but also financial planning. We do not charge a separate fee for financial planning services. What does it mean to be a fiduciary? It is one of the most recognized and respected financial planning certifications in the industry.