Certified Financial Planner Board of Standards Inc.
08/15/2025 | Press release | Archived content
Financial Advisor vs. Financial Planner: What You Need to Know
Financial advisors and financial planners offer overlapping services, but their qualifications and obligations can differ significantly. Those with CERTIFIED FINANCIAL PLANNER® certification have met strict educational, ethical and fiduciary standards, making them well-suited for creating comprehensive financial plans.
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Wall Street Journal (Buy Side)Molly Grace August 15, 2025
Certified Financial Planner Board of Standards Inc. published this content on August 15, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on August 22, 2025 at 14:37 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 If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]