More about CERTIFIED FINANCIAL PLANNER™ professionals
CFP® Professionals must complete extensive educational curriculums, satisfy experience requirements, while maintaining a high ethical standard, to be able to use the title "CERTIFIED FINANCIAL PLANNER™" Practitioner. As a CFP® Professional, we are required by the CFP Board's Rules of Conduct to put your interest ahead of our own.
The satisfaction requirements to use the CFP® marks are based on the 4Es; education, examination, experience, and ethics.
- Education – Complete an advanced college-level course of study addressing the financial planning subject areas including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning
- Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one's ability to correctly diagnose financial planning issues and apply one's knowledge of financial planning to real world circumstances
- Experience – Complete at least three years of full-time financial planning-related experience
- Ethics – Agree to be bound by CFP Board's Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals
CFP® professionals who fail to comply with the above standards and requirements may be subject to CFP Board's enforcement process, which could result in suspension or permanent revocation of their CFP® certification. For more information on the CFP® Certification, click here.
