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How to Become a CFP professional? What is a Certified Financial Planner?

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See the Forest Through the Trees

What is the difference between a CFP® Professional or CERTIFIED FINANCIAL PLANNER™ and a Financial Advisor, Broker, Insurance Agent, Registered Representative, Financial Planner or Financial Consultant?

In this video, we'll be talking about what a CERTIFIED FINANCIAL PLANNER™ Professional is. We'll also be discussing the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™. Finally, we'll give you a few tips on how to become a CERTIFIED FINANCIAL PLANNER™.

If you're looking for information about becoming a CERTIFIED FINANCIAL PLANNER™ this video is for you! Colin Exelby, CFP® discusses what it is and what qualifications are required to become one. We'll also discuss the importance of a financial plan and what benefits you can expect from having one. If you're curious about what a financial planner does or wants to learn more about the difference between a financial advisor and a CERTIFIED FINANCIAL PLANNER™, then this video is for you.

I am a Certified Financial Planner Professional™ or CFP®. See the Forest Through the Trees is a personal finance, health, and wellness blog and YouTube Channel that aims to help you see the bigger picture. My goal is to help you think outside the box about your life, your money and your health to be the best you can possibly be.

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