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Weekend Reading For Financial Planners (September 28–September 29)

Nerd's Eye View

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CFP Board’s Crypto Guidelines Offer a Word of Caution

eMoney Advisor

A recent announcement regarding cryptocurrency from the CFP Board provided advice on crypto-related investments stating CFPs® are neither required nor prohibited from providing advice related to cryptocurrency, but “should do so with caution.” The CFP Board stated the risks as follows in its communication.

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How to Find a Fiduciary Financial Advisor

Darrow Wealth Management

Here are five ways you can find a full-time fiduciary financial advisor. What is a fiduciary advisor? A fiduciary advisor is a financial professional who is legally obligated to act in the best interest of their clients. Not all advisors are fiduciaries. You can search for CFP® professionals here.

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The Importance of a Certified Financial Planner (CFP) for Your Financial Planning

WiserAdvisor

This is where a Certified Financial Planner (CFP) can step in. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. This article will discuss who a CFP is, their credentials, what they do, and when to hire one. Department of Education before appearing for the CFP exam.

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How to Choose a Personal Financial Advisor

Park Place Financial

Certified Financial Planner (CFP) . One of the best financial advisors available, CFPs earn board certification that represents their intensive training, commitment to observing ethical standards, and dedication to putting clients first. Review Their Commitment to Their Clients . What services do they provide clients? .

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What type of financial advisor is right for you? Questions you should ask.

Walkner Condon Financial Advisors

They are compensated only by the fee the client pays. Some advisors are primarily paid directly by the client, but then also might receive some compensation from insurance policies they sell to their clients or other investment products they recommend, like a specific fund or annuity.

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Why is the CERTIFIED FINANCIAL PLANNER™ Designation Important to Us?

Tobias Financial

That’s why we are proud to emphasize the significance of the CERTIFIED FINANCIAL PLANNER ( CFP®) designation. The CFP® holds significant importance to us as a firm, as it represents a high standard of excellence in the field of financial planning. Why is the CFP® designation crucial to us?