Working with a CERTIFIED FINANCIAL PLANNER™ professional is an important step toward reaching your financial goals and objectives. Not only do CFP® practitioners meet rigorous education and experience requirements, but they are also held to the highest professional & ethical standards in the industry. The examination required to achieve the CFP® designation covers in excess of 100 diverse financial topics from categories including: Investment Concepts, Retirement Planning, Tax Planning, Estate Planning, Insurance, and General Financial Planning. The CFP® mark demonstrates the planner has a broad, substantial foundation of financial planning knowledge along with ongoing educational requirements.
In addition to the educational & experience requirements, a CFP® professional is held to a fiduciary standard of care which means we are required to act in your best interest. It is important to understand that although anyone can call themselves a “financial planner”, only those that have achieved the certification and continuing education requirements of CFP Board can utilize the CFP® certification trademark.
What you can expect:
- Objective advice
Learn more about working with a CFP® professional.
Financial Planning Association (FPA)
An organization dedicated to the advancement of the financial planning profession. Membership in the FPA exemplifies a commitment to ongoing education and the financial planning profession.
Learn more at: www.fpanet.org