What is a CFP® and Why Choose One?

"CFP" is the trademarked, official designation for those who have earned designation as a Certified Financial Planner.  To earn this designation, a financial advisor must meet various certification requirements.  This includes passing a challenging, 2-day examination that covers all the elements of financial planning, and at least two years of experience working in the field of financial planning.  To maintain CFP® designation, an advisor must meet annual continuing education requirements and satisfy the CFP Board's rigorous ethical standards.

Why choose a financial advisor with the CFP® designation?

Scary news for individuals and families seeking financial advice: anyone can set up shop as a financial advisor.  Advisors who have earned the CFP® designation, however, have received comprehensive education and training in financial planning.  By passing the CFP® Board's examination and experience requirements, the CFP® designee proves her understanding of all of the elements of financial planning.  The CFP® designee has also committed herself to a high level of ethical practice.



For more info on the CFP Board, visit CFP.net.