The specialization of financial planners come in many different shapes and sizes. An accountant is one who can provide a wide selection of services, from the audit of a business to the assessment of an employee benefits plan. A Certified Public Accountant can oftentimes operate as a specific tax consultant; however, not all do so. For people with tax concerns, the Enrolled Agent, a tax specialist licensed to practice before the Internal Revenue Service, might be the best place to begin consultations. For a assets or perhaps alter or misrepresent financial facts, a Forensic Accountant is one who is specially trained to trace properties, evaluate financial reports, and assess value for businesses.

The Institute of Divorce Financial Analysts certifies planners who want to become CDFAs.