It’s Important To Find a Financial Planner You Trust
To Provide Sound, Unbiased Advice
Being CFP® certified means taking the additional steps needed to provide the highest possible standard of financial planning. To become a CERTIFIED FINANCIAL PLANNER™ one must pass the comprehensive CFP® Certification Exam, have a minimum of three years of professional experience in the financial planning process, and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check.
To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.
How does working with a CFP® certified advisor benefit you?
CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to providing truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of:
Discover the Difference of Working With an Experienced Team
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.