A Financial Advisor who has earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification has demonstrated skill in analyzing and developing personal, long-term financial strategies. A CFP® professional has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.

The qualification process, comprehensive array of advice, and skill-based approach distinguish CERTIFIED FINANCIAL PLANNER® (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client’s financial life.

A Chartered Retirement Planning Counselor℠ (CRPC®) professional can help you uncover the challenges you may face and develop a strategy for confronting them. Financial Advisors with the CRPC® certification have in-depth knowledge of the investment planning process and are specially trained on the pre- and post-retirement needs of investors like you. 

To earn this certification, a Financial Advisor must successfully complete intensive training offered through the College for Financial Planning. This training program covers many important investment planning concepts, including asset management, estate planning and retirement planning. CRPC® professionals must also pass a rigorous examination and sign a code of ethics.