Why is it important to work with a CFP® Professional?

Working with a CFP® Professional is an important first step toward reaching your financial goals.  These advisors meet rigorous education and experience requirements, and are held to the highest ethical and professional standards in the industry.


CFP® professionals must master the following:
  • Investment planning
  • Tax planning
  • Retirement planning
  • Estate planning
  • Insurance planning
  • Financial management
  • Education planning
In addition to completing a comprehensive financial planning curriculum, candidates for CFP® must have a bachelor’s degree and are required to complete ongoing education coursework.


CFP® professionals must pass a comprehensive Certification Examination that tests their ability to apply financial planning knowledge in an integrated format. It measures their critical thinking and problem-solving ability in addition to factual recall.


CFP® professionals must complete thousands of hours of professional experience related to the financial planning process prior to earning the right to use the CFP® certification mark, giving them practical experience in addition to financial planning knowledge.


CFP® practitioners must pass a thorough background check as wells as satisfy CFP Board’s Fitness Standards and agree to abide by a strict code of professional conduct, that sets forth their ethical responsibilities to the public, clients and firm.