fbpx

Tag: CFP

What’s a CeFT? A Look At Financial Professionals’ Designations

If you’re looking for a financial advisor, one of the first things you may notice is the array of letters behind their names. (For example, mine include MS, CFP®, CFT-I™, and CeFT®.) Chances are you don’t know what all these designations mean, and your eyes may glaze...

Why Your Financial Planner Needs a Financial Planner

If you learned that your financial planner had their own financial planner, would you be concerned? Would you see it as a confession of incompetence or a sign of confidence and wisdom? Years ago, when I told my clients that I had a financial planner, their reactions...

“Fee-Based” Does Not Mean Fee-Only Advisor

Watch this video on YouTube In a move that has bewildered many CFPs, the CFP Board of Standards just took a giant step backward in transparency. It chose to no longer inform consumers searching for a CFP of advisors’ compensation models. The CFP Board sets the...

Dig Deeper Than CFP To Find Financial Planner

Watch this video on YouTube I have long recommended that consumers look for a Certified Financial Planning (CFP) certificant when shopping for a financial planner. But don’t stop there. A CFP is no guarantee that someone is a competent, ethical, fiduciary...

Financial Adviser Designations Do Matter

Watch this video on YouTube If you’re in search of financial advisers, pay attention to the designations behind their names. For a financial planner, look for a CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), or MSFP (masters in...