How Financial Planners Can Advance Equality \ Nujoom

Certified financial planning professionals play an important role in bridging this gap. CFP® experts guide clients through the process of building wealth, managing financial affairs and securing their family’s financial future. Depending on the client, this task can be as simple as helping a family create and stick to a monthly budget, or as complex as developing various investment strategies to save for retirement. However, CFP® professionals help clients build financial literacy with their wealth. Both parts can lead to greater equality between different environments.

In addition, thousands of CFP® professionals across the country work with organizations that provide free, high-quality, free personal financial counseling to those who do not have access to financial planning services. For example, the Financial Planning Foundation connects volunteer financial planners with individuals and families in need through a variety of programs. These programs offer many of the benefits of financial planning to those who do not have access to professional financial advice, those who live in underserved communities, or those with other personal concerns.