Nerd's Eye View

AUGUST 15, 2022

Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients 240

Clients Financial Advice Financial Planning Planning 240

Nerd's Eye View

AUGUST 15, 2022

Pro bono financial planning refers to free, no-strings-attached financial advice and planning for underserved people. Any advisor with the CFP certification can use the AGB platform after completing an online, 60-minute training session, after which advisors can set their availability for pro bono client meetings.

Clients 227

Clients Financial Advice Financial Planning Planning 227

Harness Wealth

MAY 25, 2023

Keep in mind that many financial advisor certifications and distinctions, including the Certified Financial Planner (CFP) , uphold strict ethical standards, and require their financial advisors to act as a fiduciary, meaning that they must put the needs and best interests of the clients ahead of their own.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

WiserAdvisor

NOVEMBER 21, 2022

After passing the exam designed by the Certified Financial Planner Board of Standards, i.e. the body of individuals responsible for determining who can be certified for financial planning, the CFP must continue to participate and perform well in yearly education programs in order to upgrade their skills and maintain their certification.

Certified Financial Planner 40

Certified Financial Planner Financial Planner CFP Financial Planning 40