The Certified Financial Planner* (CFP®) designation is recognized globally as the highest standard of excellence in the financial planning profession. This designation is awarded to those who have not only demonstrated a deep understanding of comprehensive financial planning, but also have committed to the highest standards of ethics and professional responsibility.
In fact, as CFP® professionals, we are held to one of the most stringent ethical standards in the industry. We operate as fiduciaries, meaning that every decision and recommendation we make is centered on what’s best for you. This commitment to ethical conduct ensures that your financial well-being is never compromised.
Earning the CFP® designation begins with undergoing a comprehensive education program, covering topics ranging from investments and taxation to retirement planning and estate planning. CFP® candidates then must pass a rigorous exam, demonstrating a mastery of all subjects. Additionally, we are required to engage in ongoing professional development to stay up-to-date with the latest industry trends and regulations.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.