Just about anyone can use the title “financial planner," and in today's world, it doesn't take much to start posting financial advice on a social media platform. As a consumer, you have to be careful where and who you are getting your information from. Most people think that all financial planners are “certified”, but that isn’t true. Just about anyone can use the title “financial planner.”
Only those who have fulfilled CFP® Board’s rigorous requirements can call themselves a CFP® professionals. CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® certification exam before they call themselves a CFP® professional. Oh, and by the way, both Natalie Slagle and Dan Slagle or CFP® professionals.
It's also important to make sure the person or entity you get advice from is from an institution that is regulated by the U.S. Security and Exchange Commission (SEC)
or the Financial Industry Regulatory Authority FINRA