Expert Q&A

"Financial Planner" vs CFP?

What is the difference?


Related Topics: Financial Planning
Related Tags: CFP, Financial Advisor
Lee Ciardella, CPA
2 of 2 people found this helpful
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By Lee Ciardella, CPA - Ciardella & Associates Ltd
Answered almost 2 years ago

George Sleeman: Alphabet soup after their name? Put forth the effort? Lets patronize the credentials shall we? It is a three day examination, George. What does it take to become a certified tax preparer? People who down play other’s do so because they can’t attain their status or education.

A person with a CFP or with a CPA earned those designation through education, past and continued, various requirements to maintain their licenses and experience. I would trust no one else to handle my finanaces, accounting or TAXES.

George Sleeman
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By George Sleeman - Tax Man To You, LLC
Answered over 2 years ago

A CFP is a certified financial planner. They have taken courses and passed a written exam to earn the alphabet soup after their name. Does certified mean good? Not always, however at least they have put forth the effort to get the education.

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