When you decide to get your financial ducks in a row, you probably start to look for help with a good old Google search. But when you look up “financial advisor,” “financial planner,” “planning for retirement” or any variation of your financial needs… you might get confused. Quickly.
Why? Because there are so many titles for financial professionals out there. Do you need a financial planner? A financial advisor? An investment professional? A money coach? And what are those initials after their names?!
In this minisode, Dustin briefly describes the different types of financial professionals and designations you may see and explains when you’ll want to call a CERTIFIED FINANCIAL PLANNER™ professional.
WHAT YOU’LL LEARN
- The different titles of financial professionals
- The designations and licenses that financial advisors may have
- What a CERTIFIED FINANCIAL PLANNER™ professional does
- How a CFP® can help you
- The three Es of the CERTIFIED FINANCIAL PLANNER™ designation
Watch this week’s episode: https://youtu.be/3UQ7soViuUg
Want more quick tips like this? Make sure you’re subscribed to the Wealth by Design podcast!
This material is for general information only and is not intended to provide specific advice or recommendations for any individual.
RESOURCES & PEOPLE MENTIONED
-
- How to choose which financial professional you need: Episode 015
- Sign up for our free Know Your Numbers challenge!
- Check out our DIY Financial Planning Course
- Our YouTube Channel
- Schedule a free call with us — Are we a good fit for your financial planning needs?
CONNECT WITH DANIELLE AND DUSTIN
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.