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Certified Financial Planner

Qualified financial professionals are able to sit for the Certified Financial Planner (CFP) exam. Upon receiving a passing grade and fulfilling work-related requirements, candidates earn the CFP professional designation. There are a myriad of acronyms and professional certifications in the world of insurance and financial planning. The CFP designation is arguably one of the most meaningful professional designations.

Q&A with Zvi Bodie and Rachelle Taqqu about Risk Less and Prosper’s Goal-Driven Approach to Investing

Is there a sense of “swimming upstream” when trying to propagate goal-based investing--as described in your new book Risk Less and Prosper--among existing financial advisors? Conventional practices and economic incentives are so heavily skewed towards modern portfolio theory and growing assets under management. 

What to Seek in a Financial Advisor

  • Objectivity: Does the information provided to you appear to be in your best interests and be free of any conflicts of interest?  Is the advisor open to discussing products and solutions that may fall outside of their area of focus and expertise if it makes sense for you?  The fiduciary question is a good starting point.

NAPFA Provides Consumers with Quality Control while Maintaining Flexibility for Financial Advisors

NAPFA is the National Association of Personal Financial Advisors.

NAPFA membership consists of financial advisors who provide comprehensive financial planning services on a fee-only basis.

NAPFA member David B. Jacobs serves as a representative for this interview.  David serves on the committee for both the School of Retirement and the School of Risk Management for NAPFA University.

Annuity Digest: Please tell us a bit about NAPFA and how the organization serves financial services consumers.

The Garrett Network's Fee-Only Approach Creates Natural Partnerships Between Clients and Financial Advisors

Sheryl Garrett is the founder of the Garrett Planning Network.

The Garrett Network consists of approximately 300 financial advisors who provide services on a fee-only basis and act as fiduciaries.

Read on to understand how and why the Garrett Network seeks to make objective, competent financial planning services widely available.

Annuity Digest: Why would your everyday consumer of financial services be interested in The Garrett Network—what is the basic value proposition? 

An Interview with Retirement Planning Expert Henry Hebeler

 

Henry "Bud" Hebeler is a former Boeing executive who has been running a retirement planning company for over twenty years.

 

His company, Analyze Now (www.analyzenow.com), provides information and tools that help individuals with retirement planning.  The company has helped thousands of people and is well respected among journalists and industry observers.

Retirement Income Industry Association Spring Conference 2012

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