LearnLux Member Blog

Expert financial guidance for everyday money moments and big life milestones.

by Mamie Wheaton, CFP® on Oct 1, 2021 1:00:20 PM

What is a financial planner?

What does it mean to be a financial planner or a CFP®? What does “fiduciary” mean? And what you can expect on your first call with a LearnLux planner? Let’s dive right in.

for employees financial wellbeing

Ready to Learn More?

 
Visit yourcompany.learnlux.com to log in to your financial wellbeing benefit. Not a LearnLux member yet? Click here to request this benefit at your workplace. For HR professionals. request a demo of LearnLux here.
 

Industry Disclaimer: This does not constitute financial, investment, tax, or legal advice. The information provided is intended for general audiences as financial education only. Consult a financial professional directly for guidance on your specific situation.