---
title: "Feel Better About Retirement: A Certified Financial Planner Can Help"
description: When hiring a financial advisor, look for those who are Certified Financial Planners.
---

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# Feel Better About Retirement: A Certified Financial Planner Can Help

Posted by [ Seton McAndrews | CFP®, Vice President Investments](https://www.letsassemble.com/wealth-management-blog/author/seton-mcandrews)  
 July 8, 2014

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When you look for a doctor to provide care for you and your family, what qualities do you look for? Most answers are probably the same: you want someone who has a good deal of experience, who is well-educated, and who is constantly devoted to learning more about their field of expertise. Having those qualities helps you trust the person providing you care.

*When it comes to hiring a financial advisor, we think the same qualities apply. *

Your financial advisor should be someone who is experienced, well-educated in financial planning, and devoted to their practice. Having these qualities can help increase confidence that your nest egg and your financial dreams are in good hands.

### A Certified Financial Planner Can Provide You Expertise and Experience

One of the immediate benefits you receive when working with a CFP is the assurance that they’ve completed rigorous coursework in retirement and financial planning and are devotees to the field.

For people who want to go to school for a degree in retirement and financial planning, they go through the process of becoming a Certified Financial Planner. Receiving the CFP designation is hard work and takes dedication to achieve, and it provides a financial advisor with the tools needed to serve their clients’ best interests.

### The Education Requirement for Certified Financial Planners

Becoming a CFP is hard work and takes dedication:

1) You must hold a bachelor’s degree or higher at an accredited college or university; and,

2) You must complete college or university level coursework through a program registered with the CFP Board, addressing major personal financial planning areas.

*Requirement #2 sets a CFP apart.* In coursework that typically takes between 18 and 24 months to complete, a financial advisor seeking the CFP designation must complete classes in general principles of financial planning, insurance planning, investment planning, income tax planning, **[retirement planning](https://www.letsassemble.com/wealth-management-blog/6-tips-for-creating-a-successful-retirement-plan)**, estate planning, and fiduciary responsibility.1

### Speak with One of WrapManager’s Certified Financial Planners

To speak with one of our Certified Financial Planners, simply give us a call at 1-800-541-7774. Some CFPs charge by the hour for services provided. We would be happy to have a conversation with you about your investment plan and to run an analysis for you at no charge.

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[![Seton M. McAndrews Certified Financial Planner](http://www.wrapmanager.com/hs-fs/hub/10700/file-2461887763-jpg "Seton M. McAndrews Certified Financial Planner")](https://www.letsassemble.com/wealth-management-advisors/seton-mcandrews)*  
**By *[***Seton M. McAndrews, CFP******®***](https://www.letsassemble.com/wealth-management-advisors/seton-mcandrews)

*Seton is a CERTIFIED FINANCIAL PLANNERTM professional and Vice President of Investments at WrapManager, Inc.*

---

Source:

1 [CFP Board](http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements/education-requirement)

[Choosing a Financial Advisor](https://www.letsassemble.com/wealth-management-blog/topic/choosing-a-financial-advisor)

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[**Seton McAndrews, **CFP®  
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