Experience supported by rigorous, specialized training

Earning the CFP® designation means an advisor 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^™ professional, one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and be approved by the CFP Board, which involves an extensive background check for ethics and character, and a criminal check. To maintain certification, CFP® certification holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® professional 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.

Holding the Certified Exit Planning Advisor credential reflects an advisor’s interest in guiding the multilayered, high stakes decisions that shape a business owners’ financial life. These advisors are trained on the business exit planning process and in helping business owners create equity in their business in a way that aligns with their personal goals.

CEPA professionals are certified by the Exit Planning Institute. To maintain the certification, holders must complete a minimum of 40 hours of exit planning-related professional development every three years and maintain professional and ethical standards.