Working with a CFP^® professional

As an investor, you have short- and long-term goals you would like to achieve—and it’s likely you’ll face some challenges along the way. This is where a CFP^® professional can step in to help you make sense of it all with a well-designed strategy that takes into consideration your specific situation.

A Financial Advisor with this CFP^® certification has gone through extensive education in analyzing and developing personal, long-term financial strategies for clients

A CFP^® professional can develop a strategy tailored to your needs using a variety of products and services.

Taking inventory of your total assets

Because you may have several financial milestones you’re interested in meeting, a CFP^® professional can help you look at your complete financial picture. With access to a broad array of resources, a CFP^® professional can develop a detailed inventory of your financial assets to find out where you stand.

 

Developing a flexible investment plan

A CFP^® professional can help you identify your financial priorities in light of current conditions and then make adjustments as your life and the markets change.

Assisting in estate planning

Using a team approach to coordinate estate planning strategies with you and your attorney, a CFP^® professional at Wells Fargo Advisors can help you evaluate whether certain techniques are appropriate for your individual circumstances.

 

Qualifications of a CFP^® professional

To earn the CFP^® certification from the Certified Financial Planner Board of Standards, Inc., a Financial Advisor has met rigorous education, examination, experience, and ethics requirements.

Education

Taking a comprehensive approach to meeting clients’ financial needs, a Financial Advisor with the CFP^® certification has completed training on nearly 100 integrated financial topics, including:

General principles of financial strategies

Insurance planning and risk management

Employee benefits planning

Retirement and estate planning

 
In addition to finishing the coursework on financial topics, the candidate is required to have earned a bachelor’s degree (or higher) or its equivalent, in any discipline, from an accredited college or university.

Examination

Passing the CFP^® Certification Examination is another requirement for CFP^® certification. This comprehensive exam is scheduled to take 10 hours to complete and tests each candidate’s knowledge, comprehension, application, analysis, and synthesis of financial topics specified by the CFP Board.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^® and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

What is the CFP Board?

The Certified Financial Planner Board of Standards, Inc. (CFP Board) establishes and enforces the education, examination, experience, and ethics requirements for CFP^® certificates. Founded in 1985 as the International Board of Standards and Practices for Certified Financial Planners, Inc., the CFP Board is a professional regulatory organization that acts in the public interest by fostering professional standards in personal financial planning.

Accredited Wealth Management Advisor^TM or AWMA^™

Individuals who hold the AWMA^® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

 
Wells Fargo Advisors in not a legal or tax advisor. However, its Financial Advisors will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Accredited Asset Management Specialist^TM  or AAMS™

Individuals who hold the AAMS^® designation have completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.