Why Choose a CFP® Professional?

While anyone with appropriate securities licenses may refer to themselves as “financial planners,” that does not necessarily mean they have earned the CFP® certification.  When you see a the CFP® letters behind a financial advisor’s name, it means he or she has met rigorous education and experience requirements and agreed to abide by a code of professional conduct. 

Financial advisors who hold the CFP® certification must develop their theoretical and practical knowledge by completing a course of study at a college or university offering a financial planning curriculum approved by the CFP® Board.  CFP® professionals are then required to pass a comprehensive certification exam, which demonstrates their knowledge of investment planning, tax planning, retirement planning, estate planning, insurance planning and the financial planning process.  Finally, CFP® professionals are obliged to uphold the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence as outlined in the CFP® Board’s Code of Ethics.