Broker Check

CFP - A Mark of Quality


What Does The CFP® Certification Mark Mean?
The CFP™ certification mark identifies an individual who has met the education, examination, experience and ethics rules established by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc. (CFP™ Board). Anyone can call himself or herself a “financial planner”. But only those who have fulfilled the certification and re-licensing requirements of the CFP™ Board can use its certification mark.

Why Use A Certified Financial Planner™?
The growing numbers of people seeking financial advice recognize their right to demand qualified professionals with a high level of ethical conduct. Persons licensed by the CFP™ Board meet both criteria. That is why the financial planning practitioner you select should display the CFP™ certification mark. Only CERTIFIED FINANCIAL PLANNERS™ are authorized to use this mark.

What Can I Expect From The Planning Process?
Personal financial planning denotes the process of determining how individuals can meet their life goals through proper management of their financial resources. This broad-based approach to financial advice distinguishes financial planning practitioners from other professional advisers who typically focus on only one area of a person’s financial life.