CFP^® - CERTIFIED FINANCIAL PLANNER^™

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP^® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER^™ one must pass the comprehensive CFP^® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP^® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP^® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER^™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP^® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.