fbpx

Chapter 4: Verifying CERTIFIED FINANCIAL PLANNERS™

Chapter 3: Fiduciary

How do you look up the credentials of a CERTIFIED FINANCIAL PLANNER™ (CFP™)? Head to the website www.cfp.net to look up individual advisors.

Here you can learn about an advisor’s:

  • Current certification status
  • Disciplinary history
  • Bankruptcy history dating back 10 years

From the www.cfp.net homepage:

  • Click FIND A CFP PROFESSIONAL, located in a black box in the upper right corner of the page.
  • Click the Verify Your Advisor’s Status >> link, located below the Find Your CFP® Professional search box.
  • Scroll down slightly to enter the advisor’s last name (Van Metre in our example)
  • Scroll down to select the advisor’s state of residence from the drop-down menu

Click Submit

Chapter 5: What Questions Do I Ask a Potential Advisor?