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Certified Financial Planner

  • Writer: Boon Yao Tan
    Boon Yao Tan
  • Mar 3
  • 1 min read

Updated: Mar 13

Top 5 Tips for Choosing a Certified Financial Planner

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  1. Check Credentials: Make sure the planner is legit, like having a Certified Financial Planner (CFP) title, which shows they’ve got the right education and experience.


  2. Understand Their Fee Structure: Ask how the planner gets paid—whether it’s fee-only, commission-based, or a mix. This helps you figure out if there might be any conflicts of interest.


  3. Assess Their Experience: Find a planner who knows their stuff when it comes to your financial needs, whether it's retirement planning, investment strategies, or tax advice.


  4. Evaluate Their Communication Style: Pick a planner who communicates in a way that clicks with you. They should break down complex financial stuff so it’s easy for you to get.


  5. Read Reviews and Testimonials: Check out what others are saying about them.


 
 
 

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