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CFP Board launches redesigned consumer website Let’s Make a Plan provides help on how to choose and pay for a financial planner December 16, 2020 3 MINS The Certified Financial Planner Board of Standards Inc. relaunched a website Wednesday to help prospective clients find a planner who’s a good fit for their needs. The Let’s Make a Plan site was overhauled based on research conducted earlier this year that showed that the most important factors for consumers in the selection of an adviser are how they pay for a financial planner, whether they can afford it and whether the return was worth the cost.

United statesKevin kellerFinancial industry regulatory authority incNational association of personal financial advisorsExchange commission investment adviser public disclosureCertified financial planner board of standards incCertified financial planner boardChief executive kevin kellerNational associationPersonal financial advisorsFinancial industry regulatory authorityExchange commissionInvestment adviser public disclosureஒன்றுபட்டது மாநிலங்களில்கெவின் கெல்லரர்நிதி தொழில் ஒழுங்குமுறை அதிகாரம் இன்க்