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Tag Archives | CFP

Financial Adviser Designations Do Matter

If you’re in search of financial advisers, pay attention to the designations behind their names. This is advice I’ve given readers forever. (Advice which may seem self-serving, since I hold most of these designations.) But is there any evidence that financial planning designations really matter?

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Congratulations to Nikolas Boyce, CFP

We’re pleased to announce that Nikolas Boyce, a financial planning associate and investment analyst with KFG, has earned the Certified Financial Planner (CFP)® designation from the Certified Financial Planner Board of Standards. Nikolas, who has been with Kahler Financial Group since March 2014, is responsible for analyzing investments and conducting analyses related to clients’ estate, […]

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CFP No Guarantee Financial Adviser Puts Your Interests First

One of the most important ways to find competent and trustworthy investment advisers is to be sure they owe you a fiduciary duty. This means the advisers’ legal and ethical responsibility is to act in your best interests, not their own or their employer’s. An ongoing legal case featured in an October 31 article by […]

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CFP Designation Shows Education, Not Qualifications

As a client or potential client, you may regard fee-only financial planners as professionals on a par with attorneys or CPA’s. Yet financial planning is still trying to become a profession. The financial services industry, where financial planning currently resides, includes a broad spectrum of companies and individuals who sell a variety of products, provide […]

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Surprising Leadership Qualities Financial Planning Clients Look For

Do you expect a financial planner to be a strong leader? Most clients—89%, in fact—do. This finding, from a survey conducted last fall by Advisor Impact for the Financial Planning Association, is hardly surprising. What is surprising, however, is the way survey participants described leadership. They said a strong leader should have these four qualities: […]

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