Benefits of Working with CERTIFIED FINANCIAL PLANNER™ Professionals

Why Certification Matters

Most people think all financial planners are "certified," but this isn't true -- nor are all certifications the same.  Anyone may call him or herself a "financial planner," but only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP^® certification marks, which represent a high level of competency, ethics, and professionalism.  The CFP Board's Standards of Professional Conduct require CFP^® professionals to look out for your interests above their own when delivering financial planning advice.

For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first. That's why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow. CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.  

Is your current advisor a CFP® professional? Find out here