Frequently Asked Questions

Frequently Asked Questions   What is the importance of working with a certified financial planner vs. someone else?   The term “financial planner” is used by many financial professionals. You should ask any planner what qualifies him or her to offer financial planning advice. A CERTIFIED FINANCIAL PLANNER™ must have passed a rigorous CFP certification process that includes significant education and experience requirements, as well as pass a comprehensive exam that tests their personal financial planning knowledge and skills. Additionally, CFP registrants must meet regular continuing...

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