CERTIFIED FINANCIAL PLANNER cm professionals complete a high level of training and adhere to strict rules and regulations including a code of ethics that puts the client at the heart of everything they do. While there are only a handful of CERTIFIED FINANCIAL PLANNER cm professionals in Glasgow at the moment, there are around 1,000 CERTIFIED FINANCIAL PLANNERS cm (CFP) in the UK . These UK planners are part of a global financial planning profession with over 150,000 CFPs worldwide.
CERTIFIED FINANCIAL PLANNER cm professionals follow a six step financial planning process, which looks at your goals and assesses how you can achieve them.
Each person has different needs and the individual CFP may not follow each of these steps in precisely the same order. However, it is important that you have an idea of the process and what to expect should you wish to work with a professional Financial Planner.
To find out more about the CERTIFIED FINANCIAL PLANNER cm (CFP) standard take a look at the Institute of Financial Planning website.
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