Certified Financial Planners

How do you know if your financial planner is a CFP professional? You can ask him or her. One thing to keep in mind is that the CFP credential isn't requiredto work as a financial planner, it's more or less a marketing kind of thing that can help you get clients or find a job. A Certified Financial Planner's services include estate planning, annuities, charitable planned giving, business and business succession planning. A Certified Financial Planner is a financial planning expert who has been credentialed by the Certified Financial Planner Board of Standards.