Certified Financial Planner Board of Standards Inc.
11/07/2025 | Press release | Archived content
5 Questions to Ask Your Financial Advisor
The most important questions to ask to assess the suitability of a prospective financial advisor are about their pay structure, typical clientele, how they handle conflicts of interest and types of services provided. Another key question to ask is about their credentials, specifically looking for the widely recognized CFP® certification.
A Dime SavedDiana Dizon November 7, 2025
Certified Financial Planner Board of Standards Inc. published this content on November 07, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on November 12, 2025 at 13:12 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]