On this week's episode of the Wiser Roundtable podcast, the team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one.
The team begins the podcast by discussing what a CERTIFIED FINANCIAL PLANNER™ is, and why it is important to find a financial advisor who holds the CFP® certification. CFP® professionals commit to ethical standards set by the CFP Board that require the CFP® certificant put their clients interests first. After completing a tremendous amount of academic rigor to become certified, a CFP® professional also has to fulfill financial planning related continuing education credits each year. The CFP Board is recognized for having "the standard of excellence" and requiring CFP® professionals to commit to serving their clients best interests today, to prepare them for a more secure tomorrow.
Trust is very important when finding a Financial Planner. It is also important to do your research. The National Association of Personal Financial Advisors (NAPFA) is an excellent resource when searching for a CFP® professional.
0:00 Introduction
1:28 What is a Certified Financial Planner™?
6:15 How to become a Certified Financial Planner™
18:25 Ways a CFP® professional can help people
20:56 Finding a CFP® professional
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Learn more about the Wiser Wealth Management Roundtable podcast and access previous episodes.