- A Certified Financial Planner (CFP) is a trade-industry designation for advisors and other professionals in the financial field.
- To gain the CFP credential, planners must have a certain amount of experience, pass a rigorous exam, and commit to ongoing financial education.
- While not a legal license, the CFP indicates that a planner will bring a higher level of financial expertise and ethical behavior to their advice and management of a client’s finances and investments.
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When you’re seeking advice on money matters, navigating the waters of wealth managers, financial planners, and other advisors can be downright confusing. Who should you trust in a field that’s largely unregulated, but chock full of professionals with