But, what should you inquire about?
Simple, if you’re dealing with someone who sells money products, financial services, or is a CFP, this resource will help you ask the right questions (speak their language) and find the most suitable pro for you!
It’s found on the CFP website. CFP is the “household-name” financial certification in the marketplace. But, plenty of super-smart experts exist who are not CFPs. So don’t let the CFP Certification be the only driving decision dealmaker or dealbreaker.
So, when buying any type of money product or service from a financial pro, this free booklet will help you be certain and secure with your hiring decision!