Certified Financial Planner

Required State License(s):

None.  

However, if a planner is offering advice on investments, contact the Department of Licensing and Regulatory Affairs, Office of Financial and Insurance Services; (517) 241-6350.

Further Information:  

Certification is available through a private agency, Institute of Certified Financial Planners, 2 Denver Highlands, 10065.

Revised: 4/2005