What is a CFP® or CERTIFIED FINANCIAL PLANNER™?
A certified financial planner (CFP) is an individual that has received a formal designation from the Certified Financial Planner Board of Standards, Inc. then continues ongoing annual education programs to sustain their skills and certification.
According to Investopedia “Becoming a CFP® is one of the most difficult and stringent processes in terms of financial advisors. It requires years of experience, successful completion of standardized exams, a demonstration of ethics and a formal education.
See Anne Marie’s profile on the Let’s Make A Plan website.
If I only want investment management, do I have to do a comprehensive plan?
If I'm not a remarried baby boomer will you still work with me?