As for the fee, certified financial planner Lauren Lindsay of Beacon Financial Planning, says it’s common to have breakpoints lower than 1% depending on how much money you have to manage.

If you're interested in becoming a certified financial planner, passing the CFP exam is a necessary step. The CFP exam is a 170-question multiple choice test that's designed to thoroughly test ...

A Certified Financial Planner (CFP) certification from the CFP board is one of the most widely recognized financial planning credentials. To become a CFP, you need to meet standards across ...

The CFP Board website provides in-depth coverage of the certified financial planner designation and instructions regarding entry into the profession. Article Sources.

The first is to perform 6,000 hours — slightly more than three years at a maximum of 40 hours per week — of financial planning-related work They can work directly with clients, support or ...

Consumer Reports helps you find a good financial planner. Selecting a certified financial planner is one of the most important money decisions you’ll make.

Key takeaways. The certified financial planner (CFP) certification is one of the most highly sought-after designations for financial professionals and can add a lot of value to their careers.

Financial planners have focused more around the specialty areas of planning,” said Matt Sampson, a certified financial planner and senior investment advisor with Arnerich Massena.

Earning the "certified retirement financial adviser" credential does involve financial training, but it's a self-study or four-day course and only requires passing a 100-question multiple-choice exam.