But you'll likely want to review a financial planner's credentials and certifications to find someone who you're confident has the background needed to help you with your finances. Like with ...

Pass a background check. Working with a CFP can ... Looking for comprehensive financial planning. Seeking guidance for multi-generational wealth transfers or wanting to establish a plan for ...

The Financial Planning Association does not verify credentials; it just lists planners. You'll next have to verify a planner's CFP status and background with the CFP Board of Standards.

In the case of one Redditor posting in r/FinancialPlanning, they feel there is a question that doesn’t get asked enough: What’s the difference between a financial planner and a financial advisor?

People who don't have financial planning backgrounds would also need to take those core courses. Advisors need between 4,000 and 6,000 hours of professional experience as well, Maugeri says.

They can have their certified financial planner designation ... often doing the background work and data analysis to support their financial advisors. The role is more than an office manager ...

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