WHY A CFP®?
Why Choose a CFP®?
CFP® professionals must meet extensive training, experience requirements, and commit to ethical standards set by the CFP Board that require them to put their clients' interests first.
Education
In order to become a CERTIFIED FINANCIAL PLANNER™ professional, advisors must complete a comprehensive course of study at a college or university offering a financial planning curriculum approved by the CFP® Board.
Examination
CFP® professionals must pass a comprehensive exam that includes applying financial planning knowledge to real-life situations. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.
Experience
CFP® professionals complete several years of experience prior to earning the right to use the CFP® certification. This hands-on experience guarantees that CFP® professionals have practical financial planning knowledge, so you can count on them to help you create a realistic financial plan that fits your individual needs.
Ethics
CFP® professionals are held to high ethical standards, as outlined in CFP® Board's Code of Ethics and Standards of Conduct. They are obliged to uphold the principles of honesty, integrity, competence and diligence.