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Certified Financial Planner Archives

A checklist of qualities to look for in a good financial advisor

The 5 most important qualities to seek in a financial planner

Looking for a good financial planner? We’ve compiled a list of the top qualities to look for as you search for the right advisor for you.

Wealth managers are key to your investment strategy.

5 Characteristics of a Quality Wealth Manager

Looking for a good wealth manager? We pulled together our list of the 5 most important qualities to look for as you start your search.

A guide to maintaining your financial health

Your 2-minute guide to a full financial checkup

Maintaining good financial health requires regular checkups to take stock of everything from retirement savings to the status of your emergency fund.

What you get with a CERTIFIED FINANCIAL PLANNER™

Why the CERTIFIED FINANCIAL PLANNER™ Designation Matters

Not all financial planners are created equal. That’s why it’s important to understand what a CFP® brings to the table, and why it matters to you.

Managing your finances like the wealthy

10 Ways to Manage Your Finances Like the Wealthy

If you ask 100 wealthy people how they attained their fortune, you are likely to hear 100 different answers. But one point on which many of them will agree is that it’s much harder to get wealthy than it is to stay wealthy.

what is so special about a certified financial planner?

CFP®: What it means – Why it’s important

The first step in finding the right financial advisor is to learn the basics, starting with what it means to be a Certified Financial Planner.

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