Why Choose a Certified Financial Planner CFP® 

It’s important to know what training, certifications, and knowledge the financial professional you choose has acquired. Anyone can use the title “financial planner.” But to become a CFP® (Certified Financial Planner) an advisor must meet rigorous qualifications for financial planning, created and managed by the CFP® Board. The Board benefits the public by independently certifying financial planners and only those that have fulfilled CFP Board’s rigorous requirements can call themselves a CFP® professional.

To become certified, CFP® professionals must commit to high ethical standards, and act in the best interests of their client. Which means they should not propose any solution for the sole purpose of benefiting themselves with a commission. They must also acquire several years of experience related to delivering financial planning services to clients. They must also pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.

Hiring a CFP® certified professional to help you with your financial planning needs is in your best interests as a consumer.

Learn more about CFP® professional qualifications here.