Why Choose a CFP® / CERTIFIED FINANCIAL PLANNER™
Certified Equals Qualified
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. The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as in CFP Board’s Standards of Professional Conduct, which are rigorously enforced. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. As a CFP® professional, I’m required to uphold my certification through continuing education – something to consider with new financial instruments appearing regularly on the consumer market. In fact, CFP® certification is the most recognized in the industry for personal financial planning. As you think about your financial future, bear in mind that only 17% of all financial advisors in the industry can claim this distinction.
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. Today’s financial conditions require a holistic approach – looking at an individual’s entire financial picture, not just one aspect or another. As you begin to consider how best to manage your financial future, you should feel confident knowing that with a CFP® professional, you’re receiving the highest standard of financial planning service.
