A select group of professionals have attained the CFP® certification and are referred to as a CERTIFIED FINANCIAL PLANNER™. Other individuals may use the title "financial planner," but have not earned the official designation. What is a CERTIFIED FINANCIAL PLANNER™ and what should one expect from a financial plan?
CFP® certificants are individuals who have met the CFP Board's education, examination and experience requirements, have agreed to adhere to high ethical standards and complete biennial continuing education requirements. Although many other respected financial designations exist, the CFP® is considered by many to be the best example of a professional qualified to give comprehensive financial advice to individuals and families.
Most CFP® certificants will work with individuals to prepare a comprehensive financial plan. Like any goal in life, it is difficult to reach financial goals without a plan. This plan is unique to each individual, but it should cover the areas of saving for future goals, investing, taxes, risk assessment, insurance, and estate planning. Although these considerations are overwhelming to many people, a good CERTIFIED FINANCIAL PLANNER™should help reduce these burdens by boiling down significant financial decisions into manageable tasks. A good financial plan will involve an significant investment of time and money by the individual, but it will pay for itself many times over if it is properly implemented and updated over time.
Managing your investments may be simple but it is not easy. You need to clearly understand that if you are capable enough of devising a low cost yet effective investment plan then you are smart enough to handle your portfolio.
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CFP continuing education through online courses are really innovative since you can take it anywhere you want at your preferred time. You just need a computer and internet connection as well. Most online providers offer courses with an "Instructor-connect" feature where you can interact with an online adviser to guide you in different phase of your continuing education course.
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Thanks for sharing this information on importance of financial planners. Recently, took help of one of top reputed Las Vegas certified financial planners to get information on finances and it really helped me in getting out of my financial crises.
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