Certified Financial Planner (CFP): Experience and Knowledge to Help Clients Succeed

What does a Certified Financial Planner (CFP) do for his clients? This info graphic provides a great visual answer.

How a Certified Financial Planner CFP Helps You

Certified Financial Planner Job Knowledge Graphic. How a CFP helps clients.

Link to source:  http://www.cfp.net/become-a-cfp-professional/2015-job-task-analysis/2015-principal-knowledge-topics

About the Author:

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.