What is a CFP®

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones.  Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed.  A planner can play a central role in helping you meet your life goals and achieve financial well-being.  Consequently, take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services.  Your future depends on the choices you make.

The CFP® certification mark represents the Certified Financial Planner™ designation which can help you identify financial planners who are committed to competent and ethical behavior when providing financial planning.  Individuals certified by CFP® Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.

An individual who has earned the CFP® marks has met the education, examination, experience and ethics standards established by the Certified Financial Planner Board of Standards (CFP® Board). Therefore, a financial planner who has earned the CFP® marks should be distinguished from a financial planner who has not.  Consumers need to be aware that there is nothing preventing a person from declaring themselves a "Financial Planner", and it is therefore incumbent upon the consumer to differentiate between a planner who has earned the marks and one who hasn’t.

 

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