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Frequently Asked Questions
What is a Financial Professional?
A financial professional is your planning partner. Let's say you want to retire in 20 years or send your child to a private university in 10 years. To accomplish your goals, you may need a skilled professional with the right licenses to help make these plans a reality, and that’s where a financial professional comes in.
What is a CFP® designated Financial professional?
The Certified Financial Planner™ designation is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement (such as with 401k's).
THE STANDARD OF EXCELLENCE
The CFP® designation is the standard of excellence when it comes to financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements, and pay an ongoing certification fee.
How Do I Know if a Financial professional Is Right for Me?
The need for critical self-evaluation is vital when determining whether to hire a financial advisor. Usually the person who is least likely to know oneself is, of course, themselves. The following questions should help you sort it out:
- Do you have a fair knowledge of investments?
- Do you enjoy reading about wealth management and financial topics and researching specific assets?
- Do you have expertise in financial instruments? Do you have the time to monitor, evaluate them and make periodic changes to your portfolio?
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, CA, CO, CT, FL, IL, MA, NC, NJ, NY, PA, TX, VA and VT.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Andrew Feldman Associates, Inc. and Cambridge are not affiliated.
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