Comprehensive Financial Planning

COMPREHENSIVE FINANCIAL
PLANNING DIAGNOSTIC
The NAPFA Comprehensive Financial Planning Diagnostic
Before engaging in a relationship with a financial planning professional, perform this simple diagnostic. If the
advisor’s answers do not follow NAPFA’s core values, you may not be engaging the right advisor for you.
1. What is your educational background?
College Degree Area of Study: __________________________________________
Graduate Degree Area of Study: _________________________________________
2. What are your financial planning credentials/designations and affiliations?
¾ NAPFA-Registered Financial Advisor _____
¾ Certified Financial Planner (CFP) _____
¾ Chartered Financial Consultant (ChFC) _____
¾ Certified Public Accountant/Personal Financial Specialist (CPA/PFS) _____
¾ Financial Planning Association (FPA) _____
¾ Other: ___________________________________________
3. How long have you been offering financial planning services?
¾ Less than 2 years _____
¾ 2-5 years _____
¾ 5-10 years _____
¾ More than 10 years _____
4. Will you provide me with references from other professionals?
¾ Yes _____
¾ No _____ (If no, please explain)
5. Have you ever been cited by a professional or regulatory governing body for disciplinary reasons?
¾ Yes _____ (If yes, please explain)
¾ No _____
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