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What is the Difference Between a Financial Advisor and a CERTIFIED FINANCIAL PLANNER™?

April 22, 2021
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Basically, it comes down to the amount of training and ethics requirements. CERTIFIED FINANCIAL PLANNERS are required to take a two-year long course before sitting for a ten hour exam.

We believe that every Financial Advisor should be a CFP®. CFP®'s are held to a much higher ethical standard and are required to look at your financial situation as a whole. This is a crucial piece to us creating the best financial plan for you.

Our clients are more than just transactions to us and we work hard to learn as much as we can about you in order to build an authentic, trusting relationship!

Main points mentioned in this video:

0:45 Requirements to become a CFP® 

1:15 What Financial Advisors can do for you

1:23 CFP®'s are held to a higher ethical standard

Have questions about anything mentioned in this video? Email us at woods@twfwealth.com - we would be happy to assist you!

Nelson Elder Care Law, LLC is not affiliated with Avantax Wealth ManagementSM.