CPAs and CFP® professionals have different but complementary ... Some CPAs even have additional training that may help with business valuation, or detecting fraud, which can be helpful to ...
What kind of education, training, knowledge and experience do you expect your financial adviser to have? I personally hold the CFP® designation. Among the requirements to become a CFP®: a ...
Here's what to know about earning your CFP. A CFP is a financial professional who has met the training and experience requirements of the CFP Board, passed the CFP certification exam and committed ...