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Why A Certified Financial Planner (TM)

 

 

Most people think that all financial planners are “certified,” but this isn’t true. Anyone can call himself or herself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks. When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification provides that sense of security by allowing only those who meet the requirements the right to use the CFP® certification marks.

 

 

Excerpt  taken from:  Why You Should Choose A CERTIFIED FINANCIAL PLANNER™ PRACTITIONER

 

Copyright © 2002_2007, Certified Financial Planner Board of Standards Inc. All rights reserved.

 

 

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the states of WI, AZ, CA, FL, HI, MT, TX, VA. No offers may be made or accepted from any resident outside the specific states referenced. FINRA / SIPC . / Osaic CRS.