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What is A Certified Financial Planner™? CFP®

Many professionals may call themselves financial planners, but Certified Financial Planners (CFP®) professionals have completed extensive training and experience requirements and are held to rigorous ethical standards.

A Certified Financial Planner™ professional understands all the complexities of the changing financial climate and will make recommendations in your best interest.

Many people think all financial planners are “certified,” but the fact is: anyone can use the title “financial planner.” Only those who have fulfilled the certification and renewal requirements of the CFP Board can display the CFP® certification trademarks which represent a high level of competency, ethics and professionalism. Because they are held to a fiduciary standard of care, a CFP® is required to act in your best interest.

All CFP® certificants agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards, and have voluntarily submitted to the regulatory authority of the CFP Board, which can suspend or permanently revoke an individual’s CFP® certification if findings of unethical conduct are made.

To learn more about the requirements for CFP® certification, visit the CFP Boards website.