What does it take to become a certified financial professional?
To earn the CFP certification and remain certified, individuals must meet four requirements:
Examination: Complete a comprehensive examination, testing an individual’s knowledge on various key aspects of financial planning.
Education: Complete 30 hours of continuing education every two years on current in financial planning knowledge and ethics.
Experience: Acquire three years of financial planning-related experience.
Ethics: Ascribe to the CFP Board’s Code of Ethics and additional requirements as mandated.
Aren’t all financial planners the same?
A Certified Financial Planner has a fiduciary responsibility to always act in your best interests when discussing any financial product or service that impacts the achievement of your financial goals.
Anyone can call themselves a financial planner but few can address a variety of financial needs beyond investments, insurance or taxes.
The financial planning process provides a complete understanding of one’s current financial condition so that proper strategies can be discussed and implemented in order to achieve your financial goals within your time horizon.
All information is held in the strictest of confidence, and all relationships, conflicts of interest, fees and compensations are fully disclosed.