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CFP® certification – the recognized standard of excellence in personal financial planning.
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In honor of next week’s CFP® exam, here’s a question to see what you know about financial planning: A young, single client approaches a CFP® professional with $5,000 stating that he would like to develop a financial plan and invest in the market. This is his first experience investing and he would like help choosing an appropriate account. What is the CFP® professional’s most appropriate course of action? a. Open a brokerage account with margin b. Open and fund a Roth IRA for the current year c. Determine whether the client has any consumer debt d. Determine whether the client has adequate life insurance Answer a, b, c or d in the comments below and stay tuned for the answer tomorrow!