Remove Certification Remove Fiduciary Duty Remove Financial Advice Remove Reference
article thumbnail

How to Lower Your Financial Advisor Expenses

WiserAdvisor

Hiring an advisor earlier on in your financial planning journey can benefit you in several ways. The professional financial advice they provide you along the way can help you reach your personal and financial goals faster. Ensure that the financial advisor is bound by fiduciary duty.

article thumbnail

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

WiserAdvisor

After passing the exam designed by the Certified Financial Planner Board of Standards, i.e. the body of individuals responsible for determining who can be certified for financial planning, the CFP must continue to participate and perform well in yearly education programs in order to upgrade their skills and maintain their certification.