Consumers today are bombarded with advertisements to work with a financial planner or advisor, so what sets apart a Certified Financial Planner™ from the rest? Anyone can say they are a financial planner; However, not every planner is held to the same rigorous standards.
All candidates for the CFP® certification are held to the “4-E’s” to deliver comprehensive financial advice, which are detailed below:
Even after a candidate has successfully obtained the marks, they are required to complete 30 hours of continuing education every two years to ensure they are up to date on the newest trends in comprehensive financial planning.
Many CFP®’s look to focus on comprehensive planning, which includes retirement planning, investing, taxes, insurance, estate planning, and budgeting. In comparison, financial advisors tend to focus on one area, such as investments and product sales.
Here at My Financial Coach, all of our financial coaches are CFP®’s to ensure you are getting unbiased and comprehensive financial advice. Along with our team of Subject Matter Experts (SME’s), your entire financial picture is taken into account and our plans will grow with you. To learn more about us, schedule a consultation today.