Certified Financial Planner Board of Standards Inc.
11/24/2025 | Press release | Archived content
Financial Planner Vs. Financial Advisor: What’s the Difference
Financial planners typically create holistic financial plans while financial advisors provide broader guidance on managing money, though the terms are often used interchangeably. Some financial planners hold CFP® certification, which requires passing a rigorous exam and adhering to strict ethical standards.
ExperianBen Luthi November 24, 2025
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