There are several different financial planning certifications. While a financial planning professional can have any of several designations or certifications, at the very least you should make sure that he or she is licensed and in good standing with the licensing authority. Two of the most common designations are Certified Financial Planner, and Chartered Financial Analyst. James T. Barnette, Jr. holds the Certified Financial Planner (CFP) designation as well as many of his colleagues.

A Certified Financial Planner (CFP) has competency and experience in all areas of financial planning. A CFP has completed courses of study in over 100 topics of financial management including equities, taxes, and retirement planning. He or she must also follow the Certified Financial Planner code of ethics.