Why Hire a CFP?

CFP^® professionals must master nearly 100 integrated financial planning topics.  In addition to completing a comprehensive financial planning curriculum approved by the CFP Board CFP^® professionals are required to complete continuing education coursework, including a CFP Board-approved code of ethics course, to ensure their competence in financial planning.

CFP^® professionals must have a minimum of three years experience in the personal financial planning process prior to earning the right to use the CFP^® certification marks. As a result, CFP^® practitioners possess financial counseling skills in addition to financial planning knowledge.

As a final step to certification, CFP^® practitioners agree to abide by a strict code of professional conduct, known as CFP Board's Code of Ethics and Professional Responsibility, that sets forth their ethical responsibilities to the public, clients, and employers. CFP Board also performs a background check during this process, and each individual must disclose any investigations or legal proceedings related to their professional or business conduct.