In short, a financial planner is an individual who advises clients on their personal finances. The CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning.

This article was expert reviewed by Jovan Johnson, MBA, CFP®, CPA/PFS, and founder of Piece of Wealth Planning LLC. A Certified Financial Planner (CFP) is a trade-industry designation for ...

Many financial planners hold the certified financial planner (CFP) designation and are legally bound to act in their client’s best interests. Becoming a CFP requires meeting stringent ...