Most people think all financial planners are “certified,” but this isn’t true.
Just about anyone can use the title “financial planner.” Only those who have fulfilled CFP Board's rigorous requirements can call themselves a CFP® professional.
CFP® professionals are held to strict ethical standards. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional.
Financial planning is a dynamic process. Your financial goals may evolve over the years due to shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase or a growing family. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re working with someone committed to providing the high standard of financial planning.
How to Get the Financial Advice That's Right for You
Today Americans face an uncertain economy and more options for saving and investing than ever before.
At the same time, they may be balancing multiple – perhaps competing – financial goals, from saving for college to protecting assets to planning for retirement. These realities make it easy to become confused or overwhelmed when trying to make the best financial decisions.
A financial plan – developed with a qualified financial planner – can help you navigate these decisions and take control of your financial future.
Bringing all the pieces of your financial life together is a challenging task, but CFP® professionals are trained to understand the complexities of the changing financial climate and to make recommendations in your best interest. Partnering with a CERTIFIED FINANCIAL PLANNER™ professional provides confidence today and a more secure tomorrow.