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Why You Should Choose a Certified Financial Planner™ Practitioner

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Financial planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. A planner can play a central role in helping you meet your life goals and pursue financial well being. Consequently, take the time to select a financial planner who is competent and trustworthy, one on whom you can depend for professional advice and services. Your future depends on the choices you make.

To obtain the CFP® mark, one must meet these requirements established by the Certified Financial Planner Board of Standards, Inc.:   

  • Hold a bachelor's degree from an accredited college or university 
  • Complete a CFP® Board-registered education program 
  • Pass the 10-hour CFP® certification exam 
  • Have at least three years of qualifying full-time work experience in financial planning 
  • Pass a professional fitness standards and background check 

A CFP® professional can help you:

  • Establish financial and personal goals and create a plan to pursue them 
  • Evaluate your financial well-being with a thorough analysis of your assets, liabilities, income, taxes, investments, and insurance 
  • Identify areas of concern and help you address them by developing and implementing a financial plan that emphasizes your financial strengths while reducing your financial weaknesses 
  • Review your plan periodically to accommodate your changing personal circumstances and financial goals 

Once appointed, a CFP® professional must meet continuing education requirements every other year in order to maintain the certification.

Certified Financial Planner Board of Standards Inc., owns the certification marks CFP CERTIFIED FINANCIAL PLANNER TM and federally registered CFP (with flame design) in the United States which it rewards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.