CFP® is a certification for financial planning expertise awarded by CFP Board. CFPs help individuals with retirement, investing, education, insurance, and taxes. CFPs act as fiduciaries, prioritizing client's best interests
Stockbrokers execute market orders on behalf of clients. Most work for brokerage firms and handle transactions for individuals and institutions. Traditionally paid on commission, now mostly through online discount brokers
CFP is a highly credentialed financial advisor requiring 4,000-6,000 hours of training. CFPs must pass rigorous coursework and examination to earn certification. They must continue education after certification
Financial advisors help clients manage wealth and achieve financial goals. They assist with budgeting, investments, and tax planning. Advisors work at firms, banks, or as independent consultants
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Financial adviser provides financial services based on client's situation. Advisors must complete specific training and be registered with regulatory body. Advisors can be broker-dealers (BDs) or registered investment advisers (RIAs)