Should You Check Twice Before Trusting A
Certified Financial Planner?

what's Inside:
Education for financial advisors is important, and the Certified Financial Planner credential has become very well known.   While the CFP® represents important foundational financial planning knowledge, many investors don’t know that advisors with the CFP® have no legal requirement to put clients first, or to not charge commissions. Also, while the CFP Board provides background check information on CFP®’s, important gaps have been reported and consumers may want to learn to check other resources to avoid CFP®’s with records of client complaints or problems. 

Consumers will also want to know the extent and limitations of CFP® training, what they can expect from CFP® ethics, and overall pros and cons of using a CFP® .  Designed by an award-winning academic researcher specializing in advisor quality, this exclusive report will give you important insight into finding a qualify financial advisor.
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