What is a Certified Financial Planner?

What is a Certified Financial Planner?

Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how to best manage your finances, a Certified Financial Planner (CFP®) may be the answer. The CFP® marks after a planner’s name indicates they have achieved and maintains internationally recognized standards of knowledge, skills, abilities, and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own and who is qualified to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, as they work with their clients to build a financial plan so that they can be confident in their future. A CFP® can create a detailed financial plan, which involves: Establishing the client/planner engagementDetermining your goals and expectationsClarifying your present financial status and identify problem areas and opportunitiesDeveloping and presenting the financial...
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