Many financial planners are members of professional organizations that certify them, such as the Certified Financial Planner Board, which is an independent professional regulatory organization. To earn this certification, a financial planner must meet all the requirements, including extensive study and a comprehensive test on the financial planning process, investment planning, income tax planning, retirement planning and employee benefits and estate planning. There are several other prominent financial planning designations, and you should work with your estate planning attorney, who either will have this type of certification or know of a qualified financial planner to help you design a plan to meet your objectives.
For more information, please visit my estate planning website.
