Why Use a Certified Financial Planner

To earn the right to use the CFP® marks, a CFP® Practitioner must complete the following competency requirements:


Education - The planner will get a clear understanding of your current financial situation and you and the planner will mutually define your goals and objectives.


Examination - CFP® professionals must successfully complete CFP® Board's comprehensive examination, which tests an individual's ability to integrate and apply their financial planning knowledge.


Experience - They must acquire three years of financial planning related experience, or a limited 2-year structured option, before achieving the right to use the CFP® marks.


Ethics - They must voluntarily ascribe to CFP® Board's code of ethics and additional requirements as mandated. This includes providing financial planning services as a fiduciary, or acting in the client's best interest.